Wealth Management Partners »

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

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

Historical chart of Wealth Management Partners 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 Wealth Management Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Reg Banks Ind. by Wealth Management Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $559k 13k 43.38
2023-12-31 $535k 13k 41.84
2023-09-30 $444k 13k 33.60
2023-06-30 $424k 13k 33.85
2023-03-31 $401k 11k 35.79

More positions owned by Wealth Management Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
First Tr Exchange-traded Dj Internt Idx (FDN)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Amazon (AMZN)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Us Vlu (IUSV)
Exxon Mobil Corporation (XOM)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Wealth Management Partners

Top funds holding iShares Dow Jones US Reg Banks Ind.

Bank of America Corporation
Royal Bank of Canada
Us Bancorp
Wells Fargo & Company
Branch Banking & Trust Company
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Commonwealth Equity Services
Citadel Advisors
Goldman Sachs Group
Abundance Wealth Counselors
UBS Group
Crestwood Advisors
Advisor Group Holdings
Steward Partners Investment Advisory

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