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iShares Dow Jones US Consumer Ser. shares owned by CWM

Quarter-by-quarter ownership of iShares Dow Jones US Consumer Ser. (IYC) shares owned by CWM from 13F filings

Historical chart of CWM investment in iShares Dow Jones US Consumer Ser.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Consumer Ser. held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Consumer Ser. by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $535k 6.5k 82.02
2023-12-31 $494k 6.5k 75.74
2023-09-30 $413k 6.2k 66.89
2023-06-30 $429k 6.0k 71.20
2023-03-31 $390k 6.0k 64.73
2022-12-31 $307k 5.4k 57.00
2022-09-30 $315k 5.4k 58.27
2022-06-30 $306k 5.4k 56.73
2022-03-31 $404k 5.4k 75.01
2021-12-31 $450k 5.4k 84.05
2021-06-30 $450k 5.8k 77.59
2021-03-31 $385k 5.1k 74.90
2020-12-31 $645k 9.1k 70.51
2020-09-30 $296k 1.2k 249.79
2020-06-30 $261k 1.2k 219.33
2020-03-31 $450k 5.8k 77.59
2019-12-31 $450k 5.8k 77.59
2019-09-30 $402k 1.8k 217.41
2019-06-30 $450k 5.8k 77.59
2019-03-31 $641k 3.1k 204.27
2018-12-31 $449k 2.5k 180.98
2018-09-30 $13k 62 209.68
2018-06-30 $12k 62 193.55
2018-03-31 $11k 62 177.42
2017-12-31 $48k 267 179.78
2017-09-30 $55k 335 164.18
2017-06-30 $5.0M 30k 164.10
2017-03-31 $2.0k 10 200.00
2016-12-31 $2.0k 10 200.00
2016-09-30 $1.0k 10 100.00
2016-06-30 $1.0k 10 100.00
2016-03-31 $4.0k 29 137.93
2015-12-31 $10k 72 138.89
2015-09-30 $23k 167 137.72
2015-06-30 $6.6M 46k 143.12
2015-03-31 $6.1M 42k 144.21
2014-12-31 $5.1M 37k 137.77
2014-09-30 $4.9M 39k 124.45
2014-06-30 $4.8M 39k 123.47

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding iShares Dow Jones US Consumer Ser.

Bank of America Corporation
UBS Group
Wells Fargo & Company
Raymond James Financial Services Advisors
Royal Bank of Canada
Captrust Financial Advisors
AE Wealth Management
Goldman Sachs Group
Commonwealth Equity Services
Advisor Group Holdings
Brookstone Capital Management
Kellett Schaffner Wealth Advisors
Pinkerton Retirement Specialists
Ferguson Wellman Capital Management
First Citizens Financial Corp

View all funds holding iShares Dow Jones US Consumer Ser.