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iShares Dow Jones US Consumer Ser. shares owned by Balance Wealth

Quarter-by-quarter ownership of iShares Dow Jones US Consumer Ser. (IYC) shares owned by Balance Wealth from 13F filings

Historical chart of Balance Wealth investment in iShares Dow Jones US Consumer Ser.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Consumer Ser. held by Balance Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Consumer Ser. by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $249k 2.4k 103.13

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View all positions for Balance Wealth

Top funds holding iShares Dow Jones US Consumer Ser.

Green Harvest Asset Management
Harel Insurance Investments & Financial Services
Manufacturers Life Insurance Company
UBS Group
Mml Investors Services
Wells Fargo & Company
Royal Bank of Canada
Raymond James Financial
MinichMacGregor Wealth Management
LPL Financial
SPC Financial
AlphaCore Capital
Stifel Financial
Gimbal Financial
Advisor Group Holdings

View all funds holding iShares Dow Jones US Consumer Ser.