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iShares Dow Jones US Financial shares owned by Central Valley Advisors

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

Historical chart of Central Valley 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 Central Valley 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 Central Valley Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $765k 7.4k 103.90
2024-06-30 $265k 6.4k 41.49
2024-03-31 $663k 6.9k 95.65
2023-12-31 $963k 11k 85.41

More positions owned by Central Valley Advisors

Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Home Depot (HD)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Wal-Mart Stores (WMT)

View all positions for Central Valley Advisors

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Morgan Stanley
Phoenix Holdings
Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Manufacturers Life Insurance Company
LPL Financial
Green Harvest Asset Management
Wells Fargo & Company
Washington Trust Company
Royal Bank of Canada
Magnus Financial Group
Advisor Group Holdings
Scotia Capital

View all funds holding iShares Dow Jones US Financial