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iShares Dow Jones US Consumer Ser. shares owned by KKM Financial

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

Historical chart of KKM Financial investment in iShares Dow Jones US Consumer Ser.

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All positions including iShares Dow Jones US Consumer Ser. held by KKM Financial 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 KKM Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $899k 10k 87.94
2024-03-31 $929k 11k 81.97
2023-12-31 $859k 11k 75.77

More positions owned by KKM Financial

Apple (AAPL)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Ishares Semicdtr (SOXX)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Oracle Corporation (ORCL)
Palo Alto Networks (PANW)
Ishares Tr Expnd Tec Sc Etf (IGM)
Amazon (AMZN)
Ishares Tr Expanded Tech (IGV)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for KKM Financial

Top funds holding iShares Dow Jones US Consumer Ser.

Morgan Stanley
Bank of America Corporation
Green Harvest Asset Management
Wells Fargo & Company
Royal Bank of Canada
Captrust Financial Advisors
Apollon Wealth Management
Raymond James Financial Services Advisors
LPL Financial
Prospera Financial Services
Goldman Sachs Group
AE Wealth Management
Commonwealth Equity Services
Jpmorgan Chase & Co
First Citizens Financial Corp

View all funds holding iShares Dow Jones US Consumer Ser.