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iShares Dow Jones US Consumer Ser. shares owned by Evelyn Partners Investment Management

Quarter-by-quarter ownership of iShares Dow Jones US Consumer Ser. (IYC) shares owned by Evelyn Partners Investment Management from 13F filings

Historical chart of Evelyn Partners Investment Management 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 Evelyn Partners Investment Management 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 Evelyn Partners Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $42k 400 104.80
2025-06-30 $40k 400 99.64

More positions owned by Evelyn Partners Investment Management

CRH Ord (CRH)
First Tr Exchange-traded Wtr Etf (FIW)
Spdr Gold Tr Gold Shs (GLD)
Ishares Msci World Etf (URTH)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust S&p Divid Etf (SDY)
Alphabet Cap Stk Cl A (GOOGL)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)

View all positions for Evelyn Partners Investment Management

Top funds holding iShares Dow Jones US Consumer Ser.

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

View all funds holding iShares Dow Jones US Consumer Ser.