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iShares Dow Jones US Financial shares owned by Lee Johnson Capital Management

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

Historical chart of Lee Johnson Capital 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 Lee Johnson Capital 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 Lee Johnson Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 14k 126.64
2025-06-30 $1.7M 14k 120.99

More positions owned by Lee Johnson Capital Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Meta Platforms Cl A (META)
Robinhood Mkts Com Cl A (HOOD)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
JPMorgan Chase & Co. (JPM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Palantir Technologies Cl A (PLTR)
Ge Aerospace Com New (GE)
Amazon (AMZN)
Netflix (NFLX)
Howmet Aerospace (HWM)
Ubiquiti (UI)

View all positions for Lee Johnson Capital Management

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Morgan Stanley
Phoenix Holdings
LPL Financial
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Green Harvest Asset Management
Wells Fargo & Company
BlackRock
UBS Group
Jpmorgan Chase & Co
Two Sigma Investments
Steward Partners Investment Advisory
Pinkerton Retirement Specialists
Royal Bank of Canada

View all funds holding iShares Dow Jones US Financial