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iShares Dow Jones U.S. Index Fund shares owned by Planned Solutions

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in iShares Dow Jones U.S. Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones U.S. Index Fund held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones U.S. Index Fund by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $270k 2.1k 128.09
2023-12-31 $245k 2.1k 116.53
2023-09-30 $220k 2.1k 104.48
2023-06-30 $228k 2.1k 108.33
2023-03-31 $211k 2.1k 100.07

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Invesco S&p 500 Garp Etf Etf (SPGP)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Illinois Tool Wks Stock (ITW)
Schwab U.s. Small-cap Etf Etf (SCHA)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)
Ishares Msci Global Energy Producers Etf Etf (FILL)

View all positions for Planned Solutions

Top funds holding iShares Dow Jones U.S. Index Fund

Pnc Financial Services
Savant Capital Management
Bank of America Corporation
Commonwealth Equity Services
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Advisor Group Holdings
Bank Of Montreal
Goldman Sachs Group
Raymond James Financial Services Advisors
Creative Planning
Captrust Financial Advisors
Wealth Enhancement Advisory Services
Wedbush Morgan Securities

View all funds holding iShares Dow Jones U.S. Index Fund