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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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 Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl C (GOOG)
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)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

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