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iShares Dow Jones US Financial shares owned by HPM Partners

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

Historical chart of HPM Partners 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 HPM Partners 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 8.8k 126.64
2025-06-30 $1.1M 9.1k 120.99
2025-03-31 $771k 16k 47.82
2024-09-30 $279k 2.7k 103.90

More positions owned by HPM Partners

Vanguard Index Fds Etf (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corp Stock (MSFT)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Etf (IEFA)
Amazon Stock (AMZN)
Broadcom (AVGO)
Procter & Gamble Company (PG)
Alphabet Stock (GOOGL)
Alphabet Stock (GOOG)
Ishares Tr Etf (QUAL)
Meta Platforms Stock (META)

View all positions for HPM Partners

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Phoenix Holdings
Sagespring Wealth Partners
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