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iShares Dow Jones US Financial shares owned by Atlanta Capital

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

Historical chart of Atlanta Capital 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 Atlanta Capital 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 Atlanta Capital

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.0M 15k 67.54
2022-06-30 $1.0M 15k 69.97
2022-03-31 $1.3M 15k 84.52
2021-12-31 $1.3M 15k 86.66
2021-09-30 $1.3M 16k 82.52
2021-06-30 $1.4M 17k 81.06
2021-03-31 $1.2M 16k 74.88
2020-12-31 $1.1M 16k 66.80
2020-09-30 $1.2M 10k 113.48
2020-06-30 $1.1M 10k 110.19
2020-03-31 $1.1M 11k 97.27
2019-12-31 $1.6M 11k 137.81
2019-09-30 $1.5M 11k 128.76
2019-06-30 $1.6M 13k 125.64
2019-03-31 $1.5M 13k 118.11
2018-12-31 $1.4M 13k 106.40
2018-09-30 $1.7M 14k 121.47
2018-06-30 $1.7M 14k 117.17
2018-03-31 $1.7M 14k 117.81
2017-12-31 $1.7M 14k 119.43
2017-09-30 $1.6M 14k 112.10
2017-06-30 $1.5M 14k 107.49
2017-03-31 $1.5M 15k 104.03
2016-12-31 $1.4M 14k 101.44
2016-09-30 $1.3M 14k 90.02
2016-06-30 $1.2M 14k 85.96
2016-03-31 $1.2M 14k 84.63
2015-12-31 $1.3M 14k 88.41
2015-09-30 $1.4M 17k 84.11
2015-06-30 $1.5M 17k 89.76
2015-03-31 $1.5M 17k 89.06
2014-12-31 $1.6M 18k 90.21
2014-09-30 $1.5M 18k 83.72
2014-06-30 $2.6M 32k 83.13
2014-03-31 $2.6M 32k 81.75
2013-12-31 $2.7M 33k 80.16

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Phillips Edison & Co Common Stock (PECO)
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Amazon (AMZN)
Home Depot (HD)
Ishares Tr Msci Emg Mkt Etf (EEM)
Bristol Myers Squibb (BMY)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Genuine Parts Company (GPC)

View all positions for Atlanta Capital

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

View all funds holding iShares Dow Jones US Financial