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iShares Dow Jones US Financial shares owned by LRI Investments

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

Historical chart of LRI Investments 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 LRI Investments 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 LRI Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $499k 4.3k 114.82
2024-06-30 $107k 1.1k 94.57
2024-03-31 $108k 1.1k 95.65

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Assured Guaranty Stock (AGO)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Vanguard Real Estate Etf Etf (VNQ)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Dimensional International Small Cap Value Etf Etf (DISV)

View all positions for LRI Investments

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