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iShares Dow Jones US Medical Dev. shares owned by Forza Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Medical Dev. (IHI) shares owned by Forza Wealth Management from 13F filings

Historical chart of Forza Wealth Management investment in iShares Dow Jones US Medical Dev.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Medical Dev. held by Forza Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Medical Dev. by Forza Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $299k 5.1k 58.59
2023-12-31 $275k 5.1k 53.97
2023-09-30 $1.1M 23k 48.50
2023-06-30 $1.3M 23k 56.46
2023-03-31 $1.3M 24k 53.98

More positions owned by Forza Wealth Management

Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cisco Systems (CSCO)

View all positions for Forza Wealth Management

Top funds holding iShares Dow Jones US Medical Dev.

Citigroup
Morgan Stanley
Bank of America Corporation
LPL Financial
Fisher Investments
UBS Group
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
Goldman Sachs Group
Jpmorgan Chase & Co
J Arnold Wealth Management
Citadel Advisors
Ameriprise Financial
Advisor Group Holdings

View all funds holding iShares Dow Jones US Medical Dev.