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iShares Dow Jones US Consumer Ser. shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth Partners 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 Strategic Wealth Partners 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 Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $486k 4.9k 99.64
2024-12-31 $422k 4.2k 100.95

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Swp Growth & Income Etf Etf (SWP)
Microsoft Corp Stock (MSFT)
Ishares Mbs Etf Etf (MBB)
Apple Stock (AAPL)
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State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
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Broadcom Stock (AVGO)
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Oracle Corp Stock (ORCL)
Nvidia Corporation Stock (NVDA)
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International Business Machs Stock (IBM)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Strategic Wealth Partners

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.