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iShares Dow Jones US Consumer Ser. shares owned by Latitude Advisors

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

Historical chart of Latitude 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 Latitude 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 Latitude Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $233k 2.3k 103.13
2025-09-30 $209k 2.0k 104.80
2022-03-31 $581k 7.7k 75.06
2021-12-31 $435k 5.2k 84.07
2021-09-30 $535k 6.9k 77.33
2021-06-30 $268k 3.5k 77.48
2021-03-31 $259k 3.5k 74.88
2020-12-31 $239k 3.4k 70.46

More positions owned by Latitude Advisors

Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tyler Technologies (TYL)

View all positions for Latitude Advisors

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.