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

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

Historical chart of Jamison Private 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 Jamison Private 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 Jamison Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2k 33 128.58

More positions owned by Jamison Private Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
United Parcel Service CL B (UPS)
Vulcan Materials Company (VMC)
Eli Lilly & Co. (LLY)
Blackstone Group Inc Com Cl A (BX)
Waste Management (WM)
Amazon (AMZN)
Home Depot (HD)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)
Visa Com Cl A (V)
Bank of America Corporation (BAC)

View all positions for Jamison Private Wealth Management

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

Envestnet Asset Management
Bank of America Corporation
Raymond James & Associates
Fisher Investments
Janney Montgomery Scott
Branch Banking & Trust Company
WestEnd Advisors
Victory Capital Management
Stifel Financial
LPL Financial
Assetmark
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
WESPAC Advisors SoCal

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