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

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

Historical chart of Bullock Wealth Management Group 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 Bullock Wealth Management Group 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 Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $28k 511 54.47
2025-12-31 $28k 509 55.20

More positions owned by Bullock Wealth Management Group

Pacer Trendpilot Us Large Cap Etf Etf (PTLC)
Nvidia Corporation Stock (NVDA)
Pacer Trendpilot 100 Etf Etf (PTNQ)
Pacer Trendpilot International Etf Etf (PTIN)
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)
Microsoft Corp Stock (MSFT)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Apple Stock (AAPL)
Eli Lilly & Co Stock (LLY)
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Caterpillar Stock (CAT)
State Street Communication Services Select Sector Spdr Etf Etf (XLC)
Broadcom Stock (AVGO)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Bullock Wealth Management Group

Top funds holding iShares Dow Jones US Reg Banks Ind.

Bank of America Corporation
Wells Fargo & Company
Jpmorgan Chase & Co
Morgan Stanley
Royal Bank of Canada
LPL Financial
G. W. Henssler & Associates
Lido Advisors
Raymond James Financial
Bnp Paribas Arbitrage, Snc
Branch Banking & Trust Company
Us Bancorp
Goldman Sachs Group
UBS Group
Monument Capital Management

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