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iShares Dow Jones US Financial shares owned by Outlook Wealth Advisors

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

Historical chart of Outlook Wealth 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 Outlook Wealth 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 Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 11k 126.64
2025-06-30 $1.2M 10k 120.99

More positions owned by Outlook Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr High Yld Systm B (HYDB)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Intl Sel Div Etf (IDV)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
Ishares Tr Global Finls Etf (IXG)

View all positions for Outlook Wealth Advisors

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Morgan Stanley
Phoenix Holdings
LPL Financial
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Green Harvest Asset Management
Wells Fargo & Company
BlackRock
UBS Group
Jpmorgan Chase & Co
Two Sigma Investments
Steward Partners Investment Advisory
Pinkerton Retirement Specialists
Royal Bank of Canada

View all funds holding iShares Dow Jones US Financial