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iShares Dow Jones US Insurance Index ETF shares owned by WT Wealth Management

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

Historical chart of WT Wealth Management 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 WT Wealth Management 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 WT Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 26k 133.29
2024-06-30 $2.4M 21k 112.92
2023-06-30 $2.9M 33k 87.89
2023-03-31 $2.7M 32k 85.62
2022-12-31 $3.8M 42k 91.40

More positions owned by WT Wealth Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Amazon (AMZN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Harbor Etf Trust Scientific High (SIHY)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Us Equty
Alphabet Cap Stk Cl C (GOOG)

View all positions for WT Wealth Management

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