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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
2025-03-31 $9.9M 72k 137.81
2024-12-31 $7.5M 59k 126.47
2024-09-30 $7.6M 59k 129.05
2024-06-30 $6.1M 54k 112.92
2024-03-31 $52k 440 117.39

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Eli Lilly & Co Call Call Option (Principal) (LLY)
Select Sector Spdr Tr Financial (XLF)
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TJX Companies (TJX)
Meta Platforms Call Call Option (Principal) (META)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)

View all positions for Spectrum Wealth Counsel

Top funds holding iShares Dow Jones US Insurance Index ETF

Morgan Stanley
Miracle Mile Advisors
Mml Investors Services
SPC Financial
Wells Fargo & Company
Stifel Financial
Royal Bank of Canada
Advisory Services Network
Advisor Group Holdings
Commonwealth Equity Services
LPL Financial
WESPAC Advisors SoCal
Two Sigma Investments
Prospera Financial Services
MinichMacGregor Wealth Management

View all funds holding iShares Dow Jones US Insurance Index ETF