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iShares Dow Jones US Financial Svc. shares owned by Keener Financial Planning

Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Keener Financial Planning from 13F filings

Historical chart of Keener Financial Planning investment in iShares Dow Jones US Financial Svc.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial Svc. held by Keener Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Keener Financial Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $54k 300 180.00

More positions owned by Keener Financial Planning

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Texas Instruments Incorporated (TXN)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Keener Financial Planning

Top funds holding iShares Dow Jones US Financial Svc.

RiverFront Investment Group
Raymond James & Associates
Goldman Sachs Group
Janney Montgomery Scott
Bank of America Corporation
Royal Bank of Canada
Ferguson Wellman Capital Management
Bnp Paribas Arbitrage, Snc
Arkansas Financial
Wells Fargo & Company
Baltimore-Washington Financial Advisors
Private Advisor
Howard Capital Management Group
Circle Wealth Management
UBS Group

View all funds holding iShares Dow Jones US Financial Svc.