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iShares Dow Jones US Reg Banks Ind. shares owned by 1858 Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Reg Banks Ind. (IAT) shares owned by 1858 Wealth Management from 13F filings

Historical chart of 1858 Wealth Management investment in iShares Dow Jones US Reg Banks Ind.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Reg Banks Ind. held by 1858 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 Reg Banks Ind. by 1858 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 20k 50.36

More positions owned by 1858 Wealth Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Meta Platforms Cl A (META)
Cme (CME)
Ge Vernova (GEV)
Amazon (AMZN)
Ametek (AME)
Tidal Trust I Fundstrat Granny (GRNY)
Vertiv Holdings Com Cl A (VRT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Tidal Trust I Dana Unconstrain
Palo Alto Networks (PANW)
Alphabet Cap Stk Cl C (GOOG)

View all positions for 1858 Wealth Management

Top funds holding iShares Dow Jones US Reg Banks Ind.

Morgan Stanley
Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
LPL Financial
Advisor Group Holdings
Two Sigma Investments
Us Bancorp
Goldman Sachs Group
UBS Group
Ameriprise Financial
Commonwealth Equity Services
Raymond James Financial
Advisory Services Network
Northwestern Mutual Wealth Management Company

View all funds holding iShares Dow Jones US Reg Banks Ind.