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iShares Dow Jones US Financial shares owned by Ironwood Wealth Management

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

Historical chart of Ironwood Wealth Management 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 Ironwood Wealth Management 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 Ironwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $541k 5.7k 95.66
2023-12-31 $491k 5.7k 85.41
2023-09-30 $438k 5.9k 74.76
2023-06-30 $4.2M 56k 74.61
2023-03-31 $3.9M 56k 71.14
2022-12-31 $4.1M 55k 75.47
2022-09-30 $3.8M 56k 67.56
2022-06-30 $4.0M 57k 69.98
2022-03-31 $4.6M 55k 84.54
2021-12-31 $3.1M 35k 86.68
2021-09-30 $2.9M 35k 82.54
2021-06-30 $2.9M 36k 81.04
2021-03-31 $2.7M 36k 74.88
2020-12-31 $1.6M 24k 66.77
2020-09-30 $1.4M 12k 113.51
2020-06-30 $1.3M 12k 110.15
2020-03-31 $15k 155 96.77
2019-12-31 $114k 830 137.35
2019-09-30 $107k 830 128.92
2019-06-30 $104k 830 125.30
2019-03-31 $98k 830 118.07
2018-12-31 $88k 830 106.02
2018-09-30 $101k 830 121.69
2018-06-30 $97k 830 116.87
2018-03-31 $98k 830 118.07
2017-12-31 $99k 830 119.28
2017-09-30 $93k 830 112.05
2017-06-30 $89k 830 107.23
2017-03-31 $86k 830 103.61
2016-12-31 $84k 830 101.20
2016-09-30 $75k 830 90.36
2016-06-30 $71k 830 85.54
2016-03-31 $70k 830 84.34
2015-09-30 $70k 830 84.34
2015-06-30 $74k 830 89.16
2015-03-31 $74k 830 89.16
2014-12-31 $75k 830 90.36

More positions owned by Ironwood Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Equal Weite (EUSA)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Ironwood Wealth Management

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Goldman Sachs Group
UBS Group
Wells Fargo & Company
Washington Trust Company
Royal Bank of Canada
Magnus Financial Group
GDS Wealth Management
Scotia Capital
Commonwealth Equity Services
Patten & Patten
Kestra Advisory Services
Cambridge Investment Research Advisors
Raymond James & Associates

View all funds holding iShares Dow Jones US Financial