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iShares Dow Jones US Brok-Dea. Ind.ETF shares owned by 9258 Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Brok-Dea. Ind.ETF (IAI) shares owned by 9258 Wealth Management from 13F filings

Historical chart of 9258 Wealth Management investment in iShares Dow Jones US Brok-Dea. Ind.ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Brok-Dea. Ind.ETF held by 9258 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 Brok-Dea. Ind.ETF by 9258 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $396k 3.1k 128.56
2024-06-30 $378k 3.2k 116.93

More positions owned by 9258 Wealth Management

NVIDIA Corp Stock (NVDA)
SPDR Portfolio S&P 500 Growth ETF Etf (SPYG)
Apple Stock (AAPL)
iShares Russell Top 200 Growth ETF Etf (IWY)
Procter & Gamble Stock (PG)
Microsoft Corp Stock (MSFT)
iShares Core Dividend Growth ETF Etf (DGRO)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares Russell Top 200 Value ETF Etf (IWX)
Oracle Corp Stock (ORCL)
iShares Core US Aggregate Bond ETF Etf (AGG)
Vanguard Total International Stock ETF Etf (VXUS)
iShares Core Total USD Bond Market ETF Etf (IUSB)
Vanguard Mega Cap Value ETF Etf (MGV)
Cincinnati Financial Corp Stock (CINF)

View all positions for 9258 Wealth Management

Top funds holding iShares Dow Jones US Brok-Dea. Ind.ETF

Envestnet Asset Management
Bank of America Corporation
Raymond James & Associates
Raymond James Financial
Janney Montgomery Scott
Fisher Investments
Branch Banking & Trust Company
WestEnd Advisors
Morgan Stanley
Victory Capital Management
Mml Investors Services
LPL Financial
SPC Financial
Stifel Financial
Royal Bank of Canada

View all funds holding iShares Dow Jones US Brok-Dea. Ind.ETF