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iShares Dow Jones US Financial shares owned by Eagle Strategies

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

Historical chart of Eagle Strategies 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 Eagle Strategies 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 Eagle Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 40k 126.64
2025-06-30 $4.8M 40k 120.99
2025-03-31 $2.7M 24k 112.85
2024-12-31 $2.6M 24k 110.58
2024-09-30 $2.4M 23k 103.90
2024-03-31 $367k 3.8k 95.66

More positions owned by Eagle Strategies

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Fundamental Us L (FNDX)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Growth Etf (VUG)
Global X Fds Us Infr Dev Etf (PAVE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
NVIDIA Corporation (NVDA)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Eagle Strategies

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