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

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $335k 2.6k 128.57
2024-06-30 $295k 2.5k 116.93

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Embraer Sponsored Ads (ERJ)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Simplicity Wealth

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

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

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