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iShares Dow Jones US Financial shares owned by Buck Wealth Strategies

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

Historical chart of Buck Wealth Strategies 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 Buck Wealth Strategies 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 Buck Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 8.4k 126.64
2025-06-30 $1.0M 8.6k 120.99
2025-03-31 $637k 5.6k 112.85

More positions owned by Buck Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Amazon (AMZN)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
Magna Intl Inc cl a (MGA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Cisco Systems (CSCO)

View all positions for Buck Wealth Strategies

Top funds holding iShares Dow Jones US Financial

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

View all funds holding iShares Dow Jones US Financial