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iShares Dow Jones US Financial shares owned by Downshift Financial

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

Historical chart of Downshift Financial 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 Downshift Financial 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 Downshift Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $26k 201 127.51

More positions owned by Downshift Financial

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Total (IXUS)
Spdr Series Trust St Inter Etf (SPTI)
NVIDIA Corporation Put Option (NVDA)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Downshift Financial

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Morgan Stanley
Phoenix Holdings
Bank of America Corporation
Green Harvest Asset Management
Manufacturers Life Insurance Company
Northwestern Mutual Wealth Management Company
Fil
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
UBS Group
Raymond James Financial
Royal Bank of Canada
FMR

View all funds holding iShares Dow Jones US Financial