Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Affinity Wealth Management »

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

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

Historical chart of Affinity 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 Affinity Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares Dow Jones US Brok-Dea. Ind.ETF by Affinity Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-03-31	$29M	206k	140.11
2023-03-31	$14M	152k	91.64
2022-12-31	$14M	141k	96.13
2021-12-31	$22M	212k	105.45
2021-09-30	$22M	205k	105.03

More positions owned by Affinity Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)

Ishares Tr U S Equity Factr (LRGF)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

Spdr Series Trust Aerospace Def (XAR)

Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)

Select Sector Spdr Tr Financial (XLF)

Select Sector Spdr Tr Communication (XLC)

Select Sector Spdr Tr Energy (XLE)

First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

Ishares Tr 20 Yr Tr Bd Etf (TLT)

NVIDIA Corporation (NVDA)

Palantir Technologies Cl A (PLTR)

Dbx Etf Tr Xtrack Msci Euro (DBEZ)

Microsoft Corporation (MSFT)

View all positions for Affinity Wealth Management

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

Fisher Investments

Harel Insurance Investments & Financial Services

Morgan Stanley

LPL Financial

Two Sigma Investments

Wells Fargo & Company

Mml Investors Services

SPC Financial

Ameriprise Financial

UBS Group

Advisor Group Holdings

Stifel Financial

WESPAC Advisors SoCal

Royal Bank of Canada

Raymond James Financial

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z