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iShares Dow Jones US Financial shares owned by One Capital Management

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

Historical chart of One Capital Management 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 One Capital Management 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 One Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $883k 8.5k 103.90
2024-06-30 $498k 5.3k 94.57
2024-03-31 $499k 5.2k 95.65
2023-12-31 $1.1M 13k 85.41

More positions owned by One Capital Management

Ishares 5-10y I/g Corp Bd Ishs 5-10yr Invt (IGIB)
Ishares Natl Muni Bnd Etf National Mun Etf (MUB)
Wisdomtree Us Qlty Div Gw Us Qtly Div Grt (DGRW)
Wisdom Intl Qlty Div Gwth Intl Qulty Div (IQDG)
FundX ETF Fundx Etf (XCOR)
Ishares 1-5y I/g Corp Bnd Ishs 1-5yr Invs (IGSB)
Ishr Broad Usd H/y Cp Etf Broad Usd High (USHY)
Invesco Qqq Trust Unit Ser 1 (QQQ)
Schwab Str Us L/c Gwt Etf Us Lcap Gr Etf (SCHG)
FundX Flexible ETF Flexible Etf (XFLX)
Ishares Russ 200 Grow Etf Rus Tp200 Gr Etf (IWY)
Ishares Russ 1000 Gwt Ind Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Ishares S&p Sc 600 Gw Ind S&P SML 600 GWT (IJT)
Ishares S&p Sc 600val Ind Sp Smcp600vl Etf (IJS)

View all positions for One Capital Management

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