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iShares Dow Jones US Consumer Ser. shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance Advisors 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 Capital Performance Advisors 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 Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $969k 10k 96.92

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

Top funds holding iShares Dow Jones US Consumer Ser.

Harel Insurance Investments & Financial Services
Green Harvest Asset Management
Morgan Stanley
Bank of America Corporation
UBS Group
Wells Fargo & Company
Raymond James Financial
LPL Financial
Royal Bank of Canada
Advisor Group Holdings
Advisory Services Network
Goldman Sachs Group
Bnp Paribas Arbitrage, Snc
Cambridge Investment Research Advisors
Envestnet Asset Management

View all funds holding iShares Dow Jones US Consumer Ser.