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iShares Dow Jones US Financial shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 19k 85.41
2023-09-30 $1.2M 17k 74.76
2023-06-30 $979k 13k 74.61
2023-03-31 $1.0M 15k 71.14
2022-12-31 $871k 12k 75.47

More positions owned by CI Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
UnitedHealth (UNH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for CI Private Wealth

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Goldman Sachs Group
UBS Group
Wells Fargo & Company
Washington Trust Company
Royal Bank of Canada
Magnus Financial Group
GDS Wealth Management
Scotia Capital
Commonwealth Equity Services
Patten & Patten
Kestra Advisory Services
Cambridge Investment Research Advisors
Raymond James & Associates

View all funds holding iShares Dow Jones US Financial