Fundamentun »

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

Jul 2024Aug 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 2025300k400k500k600k300040005000
Value ($)Share countHistorical IYF position of Fundamentun Source: stockzoa.comValue ($)Share count

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

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

Quarterly reported holdings in iShares Dow Jones US Financial by Fundamentun

Quarter filed Position value Share count Share price at filing
2024-12-31 $610k 5.5k 110.58
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)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Alps Etf Tr Smith Core Plus (SMTH)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Ishares Tr Investment Grade (IGEB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Fundamentun

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Morgan Stanley
Phoenix Holdings
Schroder Investment Management Group
Hsbc Holdings
Goldman Sachs Group
LPL Financial
Bank Of Montreal
Northwestern Mutual Wealth Management Company
Green Harvest Asset Management
Wells Fargo & Company
UBS Group
FMR
Commonwealth Equity Services

View all funds holding iShares Dow Jones US Financial