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iShares Dow Jones US Financial shares owned by Davis Capital Management

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

Historical chart of Davis Capital Management 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 Davis Capital Management 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 Davis Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $27k 280 95.03
2023-12-31 $26k 303 85.41
2020-06-30 $24k 222 108.11
2020-03-31 $22k 222 99.10

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Schwab U.s. Broad Market Etf Etf (SCHB)
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Bank New York Mellon Corp Stock (BK)
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View all positions for Davis Capital Management

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