Howe and Rusling »

iShares Dow Jones US Financial shares owned by Howe and Rusling

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

Historical chart of Howe and Rusling investment in iShares Dow Jones US Financial

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All positions including iShares Dow Jones US Financial held by Howe and Rusling 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 Howe and Rusling

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.9k 78 127.51
2017-03-31 $12k 112 107.14
2016-12-31 $20k 200 100.00
2016-09-30 $10k 112 89.29

More positions owned by Howe and Rusling

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Us Gwt (IUSG)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Intrm Gov Cr Etf (GVI)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Exxon Mobil Corporation (XOM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Howe and Rusling

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Morgan Stanley
Phoenix Holdings
Bank of America Corporation
Green Harvest Asset Management
Manufacturers Life Insurance Company
Northwestern Mutual Wealth Management Company
Fil
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
UBS Group
Raymond James Financial
Royal Bank of Canada
FMR

View all funds holding iShares Dow Jones US Financial