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iShares Dow Jones US Financial shares owned by CoreCap Advisors

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

Historical chart of CoreCap 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 CoreCap 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 CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $333k 3.9k 85.41
2023-09-30 $475k 6.4k 74.76
2022-12-31 $1.7M 23k 75.47
2022-06-30 $286k 4.1k 70.03
2022-03-31 $432k 5.1k 84.61
2021-12-31 $1.8M 21k 86.71

More positions owned by CoreCap Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio Short (SPSB)

View all positions for CoreCap Advisors

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
GDS Wealth Management
Scotia Capital
Commonwealth Equity Services
Patten & Patten
Kestra Advisory Services
Cambridge Investment Research Advisors
Raymond James & Associates
Etfidea

View all funds holding iShares Dow Jones US Financial