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iShares Dow Jones U.S. Index Fund shares owned by Sandy Cove Advisors

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

Historical chart of Sandy Cove Advisors 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 Sandy Cove Advisors 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 Sandy Cove Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $246k 1.9k 128.06
2023-12-31 $224k 1.9k 116.50
2023-09-30 $201k 1.9k 104.46
2023-06-30 $208k 1.9k 108.30
2022-03-31 $214k 1.9k 111.28
2021-12-31 $227k 1.9k 118.04

More positions owned by Sandy Cove Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Sandy Cove Advisors

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