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iShares Dow Jones US Insurance Index ETF shares owned by WESPAC Advisors SoCal

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

Historical chart of WESPAC Advisors SoCal 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 WESPAC Advisors SoCal 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 WESPAC Advisors SoCal

Quarter filed Position value Share count Share price at filing
2024-03-31 $495k 4.2k 117.39
2023-12-31 $419k 4.2k 100.12
2015-12-31 $290k 5.7k 51.10

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View all positions for WESPAC Advisors SoCal

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