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iShares Dow Jones US Brok-Dea. Ind.ETF shares owned by WESPAC Advisors SoCal

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

Historical chart of WESPAC Advisors SoCal 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 WESPAC Advisors SoCal 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 WESPAC Advisors SoCal

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 97k 176.88
2025-06-30 $17M 98k 169.14
2025-03-31 $14M 99k 140.11
2024-12-31 $13M 93k 144.10
2024-09-30 $10M 78k 128.56
2024-06-30 $8.9M 76k 116.93
2024-03-31 $7.8M 67k 116.01

More positions owned by WESPAC Advisors SoCal

Vaneck Etf Trust Semiconductr Etf (SMH)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ishares Tr Us Br Del Se Etf (IAI)
Wal-Mart Stores (WMT)
Metropcs Communications (TMUS)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
JPMorgan Chase & Co. (JPM)
Ishares Tr U.s. Insrnce Etf (IAK)
Spdr Series Trust Aerospace Def (XAR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)

View all positions for WESPAC Advisors SoCal

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