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iShares Dow Jones US Consumer Ser. shares owned by WESPAC Advisors SoCal

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

Historical chart of WESPAC Advisors SoCal 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 WESPAC Advisors SoCal 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 WESPAC Advisors SoCal

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 24k 81.97
2023-12-31 $1.9M 26k 75.77
2023-09-30 $1.7M 26k 66.95
2023-06-30 $1.8M 25k 71.17
2023-03-31 $2.6M 41k 64.69
2022-12-31 $2.3M 40k 56.96
2022-09-30 $2.6M 43k 61.31
2022-06-30 $2.4M 43k 56.74
2022-03-31 $3.3M 44k 75.05
2021-12-31 $426k 3.5k 121.54
2021-09-30 $3.4M 43k 77.84
2021-06-30 $3.4M 44k 77.61
2021-03-31 $2.0M 27k 74.83
2020-12-31 $594k 8.4k 70.50
2020-09-30 $635k 2.5k 258.13
2020-06-30 $514k 2.3k 228.44
2020-03-31 $358k 1.8k 200.00
2019-12-31 $600k 2.6k 228.14
2019-09-30 $563k 2.6k 217.37
2019-06-30 $549k 2.5k 217.43
2019-03-31 $516k 2.5k 203.95
2018-12-31 $432k 2.4k 180.90
2018-09-30 $453k 2.1k 211.68
2018-06-30 $361k 2.0k 181.86
2018-03-31 $361k 2.0k 181.86
2017-12-31 $358k 2.0k 179.00
2017-09-30 $549k 3.4k 163.88
2017-06-30 $545k 3.3k 163.91
2017-03-31 $567k 3.5k 160.93
2016-12-31 $569k 3.8k 151.03
2016-09-30 $804k 5.5k 147.11
2016-06-30 $776k 5.4k 143.43
2016-03-31 $785k 5.4k 145.81
2015-12-31 $795k 5.5k 144.55

More positions owned by WESPAC Advisors SoCal

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Amazon (AMZN)
Apple (AAPL)
Vaneck Etf Trust Semiconductr Etf (SMH)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Indexiq Etf Tr Ftse Internl Eqt (HFXI)
Eli Lilly & Co. (LLY)
Wal-Mart Stores (WMT)
UnitedHealth (UNH)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Select Sector Spdr Tr Indl (XLI)
Asml Holding N V N Y Registry Shs (ASML)

View all positions for WESPAC Advisors SoCal

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.