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iShares Dow Jones US Insurance Index ETF shares owned by Legacy Capital Group California

Quarter-by-quarter ownership of iShares Dow Jones US Insurance Index ETF (IAK) shares owned by Legacy Capital Group California from 13F filings

Historical chart of Legacy Capital Group California 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 Legacy Capital Group California 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 Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2024-09-30 $238k 1.8k 129.05
2023-03-31 $1.4M 16k 85.62

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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
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Fs Kkr Capital Corp (FSK)
Meta Platforms Cl A (META)
Spotify Technology S A SHS (SPOT)
Merck & Co (MRK)

View all positions for Legacy Capital Group California

Top funds holding iShares Dow Jones US Insurance Index ETF

Morgan Stanley
Wells Fargo & Company
Mml Investors Services
SPC Financial
LPL Financial
Bank of America Corporation
Royal Bank of Canada
Advisor Group Holdings
Stifel Financial
MinichMacGregor Wealth Management
Advisory Services Network
Goldman Sachs Group
CastleArk Management
Spectrum Wealth Counsel
Legend Financial Advisors

View all funds holding iShares Dow Jones US Insurance Index ETF