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iShares Dow Jones US Financial shares owned by Ballast Advisors

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

Historical chart of Ballast Advisors 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 Ballast Advisors 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 Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5k 21 117.67
2021-06-30 $25k 304 82.24
2021-03-31 $23k 304 75.66
2020-12-31 $20k 304 65.79
2020-09-30 $17k 152 111.84
2020-06-30 $17k 152 111.84
2020-03-31 $15k 152 98.68
2019-12-31 $21k 152 138.16

More positions owned by Ballast Advisors

Schwab U.s. Large-cap Value Etf Etf (SCHV)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab International Etf (SCHF)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares Core Us Etf (AGG)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Enterprise Products Partners (EPD)
Microsoft Corporation (MSFT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Taiwan Semiconductor Mfg (TSM)
Berkshire Hathaway (BRK.B)
NVIDIA Corporation (NVDA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Uber Technologies (UBER)

View all positions for Ballast Advisors

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Morgan Stanley
Phoenix Holdings
Green Harvest Asset Management
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
LPL Financial
Two Sigma Investments
Wells Fargo & Company
UBS Group
Steward Partners Investment Advisory
Raymond James Financial
Royal Bank of Canada
FMR

View all funds holding iShares Dow Jones US Financial