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iShares Dow Jones US Financial shares owned by LPWM

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

Historical chart of LPWM 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 LPWM 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 LPWM

Quarter filed Position value Share count Share price at filing
2024-12-31 $483k 4.4k 110.58
2024-09-30 $405k 3.9k 102.70
2024-06-30 $375k 3.9k 95.06
2024-03-31 $365k 3.9k 92.74
2023-12-31 $338k 3.9k 85.66
2023-09-30 $270k 3.7k 73.79
2023-06-30 $304k 4.0k 75.14
2023-03-31 $429k 6.0k 71.14

More positions owned by LPWM

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for LPWM

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