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iShares Dow Jones US Financial shares owned by Joel Isaacson & Co

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

Historical chart of Joel Isaacson & Co investment in iShares Dow Jones US Financial

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All positions including iShares Dow Jones US Financial held by Joel Isaacson & Co 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 Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2024-06-30 $704k 7.4k 94.57
2024-03-31 $712k 7.4k 95.65
2023-12-31 $635k 7.4k 85.41
2023-09-30 $665k 8.9k 74.76
2023-06-30 $664k 8.9k 74.61
2023-03-31 $633k 8.9k 71.14
2022-12-31 $609k 8.1k 75.47

More positions owned by Joel Isaacson & Co

Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Morgan Stanley
Phoenix Holdings
Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Manufacturers Life Insurance Company
LPL Financial
Green Harvest Asset Management
Wells Fargo & Company
Washington Trust Company
Royal Bank of Canada
Magnus Financial Group
Advisor Group Holdings
Scotia Capital

View all funds holding iShares Dow Jones US Financial