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iShares Dow Jones US Insurance Index ETF shares owned by Beacon Harbor Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Insurance Index ETF (IAK) shares owned by Beacon Harbor Wealth Advisors from 13F filings

Historical chart of Beacon Harbor Wealth Advisors investment in iShares Dow Jones US Insurance Index ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Insurance Index ETF held by Beacon Harbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Insurance Index ETF by Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $12M 87k 137.81
2022-06-30 $8.9M 107k 82.97
2022-03-31 $9.7M 106k 91.22

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View all positions for Beacon Harbor Wealth Advisors

Top funds holding iShares Dow Jones US Insurance Index ETF

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