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iShares Dow Jones US Financial shares owned by Advisory Alpha

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Advisory Alpha from 13F filings

Historical chart of Advisory Alpha investment in iShares Dow Jones US Financial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial held by Advisory Alpha 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 Advisory Alpha

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$224k	2.0k	110.62
2024-09-30	$209k	2.0k	103.94
2021-12-31	$776k	9.0k	86.70
2020-09-30	$77k	660	116.67
2020-03-31	$70k	701	100.35
2019-12-31	$93k	670	139.23
2019-09-30	$87k	690	125.45
2019-03-31	$129k	1.0k	123.18

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View all positions for Advisory Alpha

Top funds holding iShares Dow Jones US Financial

Fisher Investments

Bank of America Corporation

Morgan Stanley

Phoenix Holdings

Schroder Investment Management Group

Northwestern Mutual Wealth Management Company

Green Harvest Asset Management

Wells Fargo & Company

UBS Group

FMR

Commonwealth Equity Services

View all funds holding iShares Dow Jones US Financial

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