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iShares Dow Jones US Financial shares owned by Fundamentun

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

Historical chart of Fundamentun 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 Fundamentun 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 Fundamentun

Quarter filed Position value Share count Share price at filing
2024-09-30 $548k 5.3k 103.90
2024-06-30 $298k 3.2k 94.57

More positions owned by Fundamentun

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Alps Etf Tr Smith Core Plus (SMTH)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Investment Grade (IGEB)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Fundamentun

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Phoenix Holdings
Northwestern Mutual Wealth Management Company
LPL Financial
Wells Fargo & Company
Washington Trust Company
Royal Bank of Canada
Magnus Financial Group
Advisor Group Holdings
Scotia Capital
GDS Wealth Management
Cambridge Investment Research Advisors
Apollon Wealth Management
Patten & Patten

View all funds holding iShares Dow Jones US Financial