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iShares Dow Jones US Financial shares owned by KKM Financial

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

Historical chart of KKM Financial 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 KKM Financial 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 KKM Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 22k 103.90
2024-03-31 $3.8M 40k 95.65
2023-12-31 $1.7M 20k 85.41

More positions owned by KKM Financial

Apple (AAPL)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Ishares Semicdtr (SOXX)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Oracle Corporation (ORCL)
Palo Alto Networks (PANW)
Ishares Tr Expnd Tec Sc Etf (IGM)
Amazon (AMZN)
Ishares Tr Expanded Tech (IGV)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for KKM Financial

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Phoenix Holdings
Manufacturers Life Insurance Company
Goldman Sachs Group
Hsbc Holdings
Northwestern Mutual Wealth Management Company
Fil
LPL Financial
Green Harvest Asset Management
Bank Of Montreal
UBS Group
Wells Fargo & Company
FMR
Schroder Investment Management Group

View all funds holding iShares Dow Jones US Financial