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iShares Dow Jones US Consumer Ser. shares owned by Summit X

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

Historical chart of Summit X 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 Summit X 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 Summit X

Quarter filed Position value Share count Share price at filing
2023-12-31 $493k 6.5k 75.37
2023-09-30 $451k 6.7k 66.95
2023-06-30 $481k 6.8k 71.17

More positions owned by Summit X

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
O'reilly Automotive (ORLY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Summit X

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.