Kingsview Wealth Management »

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

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

Historical chart of Kingsview 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 Kingsview 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 Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 11k 108.53
2023-03-31 $1.5M 16k 91.64

More positions owned by Kingsview Wealth Management

Apple (AAPL)
Northern Lts Fd Tr Iv Monarch Procap (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Monarch Ambasadr (MAMB)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Innovator Etfs Tr Laderd Alctn Pwr (BUFF)

View all positions for Kingsview Wealth Management

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

Fisher Investments
Gradient Investments
WESPAC Advisors SoCal
Wells Fargo & Company
UBS Group
SFI Advisors
Branch Banking & Trust Company
Main Management
McGuire Investment Group
Bank of America Corporation
Yahav Achim Ve Achayot - Provident Funds Management
Cottonwood Capital Advisors
Steward Partners Investment Advisory
Great Diamond Partners
Q3 Asset Management

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