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iShares Dow Jones US Medical Dev. shares owned by Phillips Financial Management

Quarter-by-quarter ownership of iShares Dow Jones US Medical Dev. (IHI) shares owned by Phillips Financial Management from 13F filings

Historical chart of Phillips Financial Management investment in iShares Dow Jones US Medical Dev.

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All positions including iShares Dow Jones US Medical Dev. held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Medical Dev. by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $12k 200 59.22
2024-06-30 $11k 200 56.04
2024-03-31 $5.9k 100 58.59
2023-12-31 $4.9k 90 53.97

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Phillips Financial Management

Top funds holding iShares Dow Jones US Medical Dev.

Citigroup
Morgan Stanley
Bank of America Corporation
LPL Financial
Fisher Investments
Jpmorgan Chase & Co
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
International Assets Investment Management
Point72 Asset Management
Goldman Sachs Group
Raymond James & Associates
Commonwealth Equity Services
RiverFront Investment Group

View all funds holding iShares Dow Jones US Medical Dev.