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iShares Dow Jones US Brok-Dea. Ind.ETF shares owned by Phillips Wealth Planners

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

Historical chart of Phillips Wealth Planners 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 Phillips Wealth Planners 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 Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-12-31 $339k 2.4k 141.31
2024-09-30 $338k 2.4k 137.98
2024-06-30 $307k 2.6k 120.34
2024-03-31 $280k 2.5k 109.87

More positions owned by Phillips Wealth Planners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Select Sector Spdr Tr Technology (XLK)
Abbvie (ABBV)
Williams Companies (WMB)
Apple (AAPL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
TJX Companies (TJX)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Visa Com Cl A (V)
Home Depot (HD)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for Phillips Wealth Planners

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