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iShares Dow Jones US Brok-Dea. Ind.ETF shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $306k 2.4k 128.56
2024-06-30 $279k 2.4k 116.93
2024-03-31 $277k 2.4k 116.01
2023-12-31 $259k 2.4k 108.53
2023-09-30 $218k 2.4k 91.61
2023-06-30 $222k 2.4k 90.75

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View all positions for Summit Financial

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