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iShares Dow Jones US Consumer Ser. shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of iShares Dow Jones US Consumer Ser. (IYC) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services 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 One Charles Private Wealth Services 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 One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $516k 5.4k 96.14
2024-09-30 $429k 4.9k 87.94
2024-03-31 $371k 4.5k 81.97
2023-12-31 $345k 4.6k 75.77

More positions owned by One Charles Private Wealth Services

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Texas Pacific Land Corp (TPL)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)
Acv Auctions Com Cl A (ACVA)
Listed Fd Tr Horizon Kinetics (INFL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Select Sector Spdr Tr Technology (XLK)
Ark Etf Tr Innovation Etf (ARKK)
Apple (AAPL)
Landbridge Company Cl A (LB)
Grayscale Bitcoin Mini Tr Et Shs New
Select Sector Spdr Tr Sbi Healthcare (XLV)
JPMorgan Chase & Co. (JPM)

View all positions for One Charles Private Wealth Services

Top funds holding iShares Dow Jones US Consumer Ser.

Fil
Morgan Stanley
Green Harvest Asset Management
Hsbc Holdings
Bank of America Corporation
UBS Group
Wells Fargo & Company
Mml Investors Services
Raymond James Financial
Royal Bank of Canada
Prospera Financial Services
SPC Financial
LPL Financial
Captrust Financial Advisors
Camarda Wealth Advisory

View all funds holding iShares Dow Jones US Consumer Ser.