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iShares Dow Jones US Financial shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors 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 J.w. Cole Advisors 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 J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 14k 95.18
2023-12-31 $1.1M 13k 85.41
2022-03-31 $2.0k 137k 0.01
2021-12-31 $585k 6.7k 86.71
2021-06-30 $834k 10k 81.03
2021-03-31 $607k 8.1k 74.86
2020-09-30 $399k 3.5k 113.35

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for J.w. Cole Advisors

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