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

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

Historical chart of WR 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 WR 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0k 31 128.55
2024-06-30 $3.6k 31 116.94
2024-03-31 $3.6k 31 116.00

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Apple Stock (AAPL)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Capital Group Dividend Value Etf Etf (CGDV)
Spdr Gold Minishares Trust Etf (GLDM)
Amazon Stock (AMZN)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Microsoft Corp Stock (MSFT)

View all positions for WR Wealth Planners

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