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iShares Dow Jones US Financial shares owned by Carnick & Kubik

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

Historical chart of Carnick & Kubik 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 Carnick & Kubik 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 Carnick & Kubik

Quarter filed Position value Share count Share price at filing
2025-03-31 $3.0M 27k 112.85
2019-12-31 $236k 1.7k 137.61
2019-09-30 $343k 2.7k 128.56
2019-06-30 $335k 2.7k 125.56
2019-03-31 $480k 4.1k 118.14
2018-12-31 $432k 4.1k 106.33

More positions owned by Carnick & Kubik

Powell Industries (POWL)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Broadcom (AVGO)
Ishares Tr S&p 500 Grwt Etf (IVW)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Val Etf (IVE)
Select Sector Spdr Tr Financial (XLF)

View all positions for Carnick & Kubik

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Phoenix Holdings
Sagespring Wealth Partners
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