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iShares Dow Jones US Financial shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services 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 Charles Private Wealth Services 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 Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $901k 11k 85.41
2022-06-30 $366k 5.3k 69.60

More positions owned by One Charles Private Wealth Services

Acv Auctions Com Cl A (ACVA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Listed Fd Tr Horizon Kinetics (INFL)
Texas Pacific Land Corp (TPL)
Vanguard Index Fds Value Etf (VTV)
Select Sector Spdr Tr Technology (XLK)
Ark Etf Tr Innovation Etf (ARKK)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Sbi Healthcare (XLV)
American Water Works (AWK)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Communication (XLC)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)

View all positions for One Charles Private Wealth Services

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