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iShares Dow Jones US Financial shares owned by Consultiva Wealth Management, Corp.

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Consultiva Wealth Management, Corp. from 13F filings

Historical chart of Consultiva Wealth Management, Corp. investment in iShares Dow Jones US Financial

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All positions including iShares Dow Jones US Financial held by Consultiva Wealth Management, Corp. 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 Consultiva Wealth Management, Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $78k 615 126.64
2025-06-30 $74k 615 120.99
2025-03-31 $69k 615 112.85

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View all positions for Consultiva Wealth Management, Corp.

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