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iShares Dow Jones US Financial shares owned by Live Oak Investment Partners

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

Historical chart of Live Oak Investment Partners 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 Live Oak Investment Partners 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 Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $21k 197 103.92
2024-06-30 $8.2k 87 94.57
2023-12-31 $7.0k 82 85.41
2023-09-30 $5.9k 79 74.77

More positions owned by Live Oak Investment Partners

Janus Short Duration (Principal) (VNLA)
Vanguard Europe Pacific ETF (Principal) (VEA)
Pgx etf (Principal) (PGX)
Ssga Active Etf Tr blkstn gsosrln (Principal) (SRLN)
First Tr Exch Traded Fund Ii lng/sht equity (Principal) (FTLS)
Invesco Exchange Traded Fd T rusel mdcp eql (Principal) (XMHQ)
IQ Hedge Multi-Strategy Tracker (Principal) (QAI)
iShares S&P SmallCap 600 Index (Principal) (IJR)
Vanguard Information Technology ETF (Principal) (VGT)
Apple (Principal) (AAPL)
Netflix (Principal) (NFLX)
Facebook Inc cl a (Principal) (META)
Chevron Corporation (Principal) (CVX)
Amazon (Principal) (AMZN)
Merck & Co (Principal) (MRK)

View all positions for Live Oak Investment Partners

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