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iShares Dow Jones US Financial shares owned by Fountainhead AM

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

Historical chart of Fountainhead AM 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 Fountainhead AM 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 Fountainhead AM

Quarter filed Position value Share count Share price at filing
2025-09-30 $522k 4.1k 126.65
2025-06-30 $497k 4.1k 120.98

More positions owned by Fountainhead AM

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Large Cap Etf (VV)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation Put Option (NVDA)
Apple (AAPL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Fountainhead AM

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