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iShares Dow Jones US Financial shares owned by A. Montag and Associates

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in iShares Dow Jones US Financial

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All positions including iShares Dow Jones US Financial held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $567k 5.1k 110.58
2024-09-30 $645k 6.2k 103.90

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Small Cp Etf (VB)
Coca-Cola Company (KO)
Home Depot (HD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fiserv (FI)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)

View all positions for A. Montag and Associates

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Phoenix Holdings
Manufacturers Life Insurance Company
Goldman Sachs Group
Hsbc Holdings
Northwestern Mutual Wealth Management Company
Fil
LPL Financial
Green Harvest Asset Management
Bank Of Montreal
UBS Group
Wells Fargo & Company
FMR
Schroder Investment Management Group

View all funds holding iShares Dow Jones US Financial