First Foundation Advisors »

iShares Dow Jones US Financial shares owned by First Foundation Advisors

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

Historical chart of First Foundation 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 First Foundation Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Financial by First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $301k 2.3k 128.93
2025-09-30 $270k 2.1k 126.64

More positions owned by First Foundation Advisors

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Amazon (AMZN)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Core Msci Emkt (IEMG)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Advanced Micro Devices (AMD)
Goldman Sachs Etf Tr Activebeta Us (GSSC)

View all positions for First Foundation Advisors

Top funds holding iShares Dow Jones US Financial

Dynasty Wealth Management
Fisher Investments
Phoenix Holdings
Sagespring Wealth Partners
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
LPL Financial
Green Harvest Asset Management
BlackRock
Wells Fargo & Company
UBS Group
Steward Partners Investment Advisory
Jpmorgan Chase & Co
Two Sigma Investments
Royal Bank of Canada

View all funds holding iShares Dow Jones US Financial