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

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

Historical chart of SFMG 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 SFMG 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 SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $475k 4.7k 100.12

More positions owned by SFMG Wealth Advisors

Atmos Energy Corporation (ATO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Expanded Tech (IGV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Long Term Us (SCHQ)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for SFMG Wealth Advisors

Top funds holding iShares Dow Jones US Insurance Index ETF

SPC Financial
Bank of America Corporation
Wells Fargo & Company
Advisor Group Holdings
Royal Bank of Canada
Stifel Financial
Cambridge Investment Research Advisors
MinichMacGregor Wealth Management
Advisory Services Network
Goldman Sachs Group
Legend Financial Advisors
UBS Group
Raymond James Financial Services Advisors
Fiduciary Planning
Cadent Capital Advisors

View all funds holding iShares Dow Jones US Insurance Index ETF