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iShares Dow Jones US Financial shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 37k 103.90
2024-06-30 $2.1M 22k 94.57
2024-03-31 $3.5M 37k 95.65
2023-12-31 $3.3M 39k 85.41
2023-09-30 $2.4M 32k 74.76
2023-06-30 $2.4M 32k 75.98
2023-03-31 $1.6M 22k 71.14
2022-12-31 $609k 33k 18.40
2022-09-30 $1.7M 26k 67.54
2022-06-30 $1.7M 25k 69.96
2022-03-31 $3.7M 42k 86.69
2021-12-31 $3.7M 42k 86.69
2021-09-30 $3.6M 44k 82.53
2021-06-30 $3.1M 39k 81.07
2021-03-31 $2.4M 32k 74.89
2020-12-31 $1.7M 26k 66.79
2020-09-30 $1.6M 14k 113.51
2020-06-30 $2.3M 21k 110.16
2020-03-31 $2.4M 25k 97.27
2019-12-31 $4.6M 33k 137.79
2019-09-30 $4.4M 34k 128.74
2019-06-30 $6.6M 53k 125.59
2019-03-31 $6.7M 57k 118.14
2018-12-31 $5.8M 55k 106.36
2018-09-30 $6.8M 56k 121.47
2018-06-30 $1.8M 15k 117.54
2018-03-31 $4.2M 36k 117.80
2017-12-31 $1.8M 15k 120.64
2017-09-30 $4.7M 42k 113.60
2017-06-30 $3.9M 36k 108.10
2017-03-31 $3.1M 30k 103.14
2016-12-31 $1.7M 17k 102.62
2016-09-30 $820k 9.2k 89.43
2016-06-30 $753k 8.9k 84.80
2016-03-31 $802k 9.4k 85.17
2015-12-31 $1.6M 19k 88.40
2015-09-30 $1.1M 13k 84.14
2015-06-30 $878k 9.8k 89.72
2015-03-31 $723k 8.1k 89.05
2014-12-31 $502k 5.6k 90.29
2014-09-30 $834k 10k 83.71

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
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Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

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