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iShares Dow Jones US Insurance Index ETF shares owned by Planned Solutions

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

Historical chart of Planned Solutions 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 Planned Solutions 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 Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $94k 731 129.05
2023-12-31 $73k 731 100.12
2020-12-31 $22k 330 66.67
2020-09-30 $18k 330 54.55

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Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Illinois Tool Wks Stock (ITW)
Apple Stock (AAPL)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)

View all positions for Planned Solutions

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