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iShares Dow Jones US Financial shares owned by AlphaCore Capital

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

Historical chart of AlphaCore Capital 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 AlphaCore Capital 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 AlphaCore Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $21M 164k 128.93
2025-09-30 $2.0M 16k 126.64
2025-06-30 $1.9M 16k 120.99
2025-03-31 $2.1k 19 112.84

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Fundamental Us L (FNDX)
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Vanguard Index Fds Large Cap Etf (VV)
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Apple (AAPL)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation Call Option (MSFT)
Etf Ser Solutions Distillate Us (DSTL)
Wisdomtree Tr Intl Qulty Div (IQDG)

View all positions for AlphaCore Capital

Top funds holding iShares Dow Jones US Financial

Dynasty Wealth Management
Fisher Investments
Phoenix Holdings
Sagespring Wealth Partners
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
LPL Financial
Green Harvest Asset Management
BlackRock
Wells Fargo & Company
UBS Group
Steward Partners Investment Advisory
Jpmorgan Chase & Co
Two Sigma Investments
Royal Bank of Canada

View all funds holding iShares Dow Jones US Financial