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iShares Dow Jones US Healthcare shares owned by Compass Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Healthcare (IYH) shares owned by Compass Wealth Management from 13F filings

Historical chart of Compass Wealth Management investment in iShares Dow Jones US Healthcare

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Healthcare held by Compass 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 Healthcare by Compass Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $36k 575 61.90
2023-12-31 $33k 115 286.24
2023-09-30 $31k 115 270.08
2023-06-30 $32k 115 280.26
2023-03-31 $31k 115 273.06
2022-12-31 $33k 115 283.71

More positions owned by Compass Wealth Management

Broadcom (AVGO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)
Applied Materials (AMAT)
Constellation Brands Cl A (STZ)
Air Products & Chemicals (APD)
Chevron Corporation (CVX)
Alphabet Cap Stk Cl A (GOOGL)
Advanced Energy Industries (AEIS)
Danaher Corporation (DHR)
Citigroup Com New (C)
Coty Com Cl A (COTY)
Alphabet Cap Stk Cl C (GOOG)
Blackstone Group Inc Com Cl A (BX)
Anheuser Busch Inbev Sa Sponsored Adr (BUD)

View all positions for Compass Wealth Management

Top funds holding iShares Dow Jones US Healthcare

Morgan Stanley
Bank of America Corporation
LPL Financial
UBS Group
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Royal Bank of Canada
Fil
Bellwether Advisors
Green Harvest Asset Management
Goldman Sachs Group
Advisor Group Holdings
Raymond James Financial Services Advisors
Raymond James & Associates
Commonwealth Equity Services

View all funds holding iShares Dow Jones US Healthcare