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iShares Dow Jones US Financial shares owned by Colony Family Offices

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

Historical chart of Colony Family Offices 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 Colony Family Offices 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 Colony Family Offices

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 33k 95.65
2023-12-31 $2.8M 33k 85.41

More positions owned by Colony Family Offices

Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Flexshares Tr Mornstar Upstr (GUNR)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Select Sector Spdr Tr Technology (XLK)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr U.s. Finls Etf (IYF)

View all positions for Colony Family Offices

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