Founders Financial Securities »

iShares Dow Jones US Insurance Index ETF shares owned by Founders Financial Securities

Quarter-by-quarter ownership of iShares Dow Jones US Insurance Index ETF (IAK) shares owned by Founders Financial Securities from 13F filings

Historical chart of Founders Financial Securities 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 Founders Financial Securities consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Insurance Index ETF by Founders Financial Securities

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.6M 37k 126.47
2024-09-30 $4.7M 37k 129.05
2024-06-30 $4.0M 36k 112.92
2024-03-31 $4.1M 35k 117.39
2023-12-31 $3.5M 35k 100.12

More positions owned by Founders Financial Securities

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Strategy Day Hagan Ned (SSUS)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us High Profitab (DUHP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)

View all positions for Founders Financial Securities

Top funds holding iShares Dow Jones US Insurance Index ETF

Morgan Stanley
Mml Investors Services
Wells Fargo & Company
SPC Financial
Royal Bank of Canada
Stifel Financial
Bank of America Corporation
LPL Financial
Goldman Sachs Group
Advisor Group Holdings
Advisory Services Network
MinichMacGregor Wealth Management
UBS Group
Cambridge Investment Research Advisors
WESPAC Advisors SoCal

View all funds holding iShares Dow Jones US Insurance Index ETF