Jackson Wealth Management »

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

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

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $925k 5.2k 176.90
2025-06-30 $861k 5.1k 169.19
2025-03-31 $698k 5.0k 140.13
2024-12-31 $714k 5.0k 144.13
2022-12-31 $3.9M 40k 96.13

More positions owned by Jackson Wealth Management

United States Treas Bills Tsrys60859
Microsoft Corp MSFT (MSFT)
Broadcom Avgo (AVGO)
Schwab Value Advantage Money Inv SWVXX (SWVXX)
Apple Aapl (AAPL)
Spdr Series Trust Portfolio S&p500 SPLG (SPLG)
Vanguard Index Fds S&p 500 Etf Voo (VOO)
Kla Corp Klac (KLAC)
Schwab Charles Famil Muni Money 0 (SWOXX)
Ishares Tr Core S&p500 Etf Ivv (IVV)
Ishares Tr S&p 100 Etf Oef (OEF)
Costco Whsl Corp Cost (COST)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf QQQM (QQQM)
Mastercard Incorporated Cl A Ma (MA)
Ishares Tr Core Div Grwth Dgro (DGRO)

View all positions for Jackson 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