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Kellett Schaffner Wealth Advisors »

iShares Dow Jones US Consumer Ser. shares owned by Kellett Schaffner Wealth Advisors

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

Historical chart of Kellett Schaffner Wealth 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 Kellett Schaffner Wealth 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 Kellett Schaffner Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$5.4M	66k	81.97
2023-12-31	$4.1M	55k	75.77
2023-09-30	$475k	7.1k	66.95

More positions owned by Kellett Schaffner Wealth Advisors

Ishares Tr Core S&p Scp Etf (IJR)

Vanguard Index Fds Mid Cap Etf (VO)

Select Sector Spdr Tr Technology (XLK)

Procter & Gamble Company (PG)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Select Sector Spdr Tr Financial (XLF)

Ishares Tr Us Consum Discre (IYC)

Vanguard World Industrial Etf (VIS)

Vanguard World Comm Srvc Etf (VOX)

Vanguard World Consum Stp Etf (VDC)

Microsoft Corporation (MSFT)

Apple (AAPL)

Select Sector Spdr Tr Energy (XLE)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding iShares Dow Jones US Consumer Ser.

Bank of America Corporation

UBS Group

Wells Fargo & Company

Raymond James Financial Services Advisors

Royal Bank of Canada

Captrust Financial Advisors

AE Wealth Management

Goldman Sachs Group

Commonwealth Equity Services

Advisor Group Holdings

Brookstone Capital Management

Kellett Schaffner Wealth Advisors

Pinkerton Retirement Specialists

Ferguson Wellman Capital Management

First Citizens Financial Corp

View all funds holding iShares Dow Jones US Consumer Ser.

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