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iShares Dow Jones US Insurance Index ETF shares owned by Spectrum Wealth Counsel

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

Historical chart of Spectrum Wealth Counsel 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 Spectrum Wealth Counsel 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 Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.6M 59k 129.05
2024-06-30 $6.1M 54k 112.92
2024-03-31 $52k 440 117.39

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Apple (AAPL)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Eli Lilly & Co. (LLY)
Ishares Tr Eafe Grwth Etf (EFG)
Broadcom (AVGO)
Meta Platforms Cl A (META)
TJX Companies (TJX)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Spectrum Wealth Counsel

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