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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
2024-03-31 $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

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View all positions for LPWM

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
GDS Wealth Management
Scotia Capital
Commonwealth Equity Services
Patten & Patten
Kestra Advisory Services
Cambridge Investment Research Advisors
Raymond James & Associates
Etfidea

View all funds holding iShares Dow Jones US Financial