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iShares Dow Jones US Financial shares owned by LVW Advisors

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

Historical chart of LVW Advisors 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 LVW Advisors 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 LVW Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $285k 2.4k 117.66

More positions owned by LVW Advisors

Spdr Series Trust State Street Spd (SPYM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ab Active Etfs Tax Aware Interm (TAFM)
Capital Group International SHS (CGIE)
Ishares Tr Shrt Nat Mun Etf (SUB)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LVW Advisors

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Morgan Stanley
Phoenix Holdings
Green Harvest Asset Management
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
LPL Financial
Two Sigma Investments
Wells Fargo & Company
UBS Group
Steward Partners Investment Advisory
Royal Bank of Canada
FMR
Raymond James Financial

View all funds holding iShares Dow Jones US Financial