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iShares Dow Jones US Reg Banks Ind. shares owned by Planned Solutions

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

Historical chart of Planned Solutions 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 Planned Solutions 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 Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $34k 711 47.54
2023-12-31 $30k 711 41.84

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Jpmorgan Income Etf Etf (JPIE)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Invesco Qqq Trust Series I Etf (QQQ)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Ishares Large Cap Deep Buffer Etf Etf (IVVB)
Illinois Tool Wks Stock (ITW)
Elastic N V Ord Stock (ESTC)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)

View all positions for Planned Solutions

Top funds holding iShares Dow Jones US Reg Banks Ind.

Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Royal Bank of Canada
Us Bancorp
Mml Investors Services
Citadel Advisors
Wells Fargo & Company
LPL Financial
UBS Group
Goldman Sachs Group
Thrivent Financial for Lutherans
Prospera Financial Services
MinichMacGregor Wealth Management
Annandale Capital

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