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iShares Dow Jones US Financial shares owned by PUREfi Wealth

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

Historical chart of PUREfi Wealth 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 PUREfi Wealth 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 PUREfi Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $405k 3.1k 128.93

More positions owned by PUREfi Wealth

Stryker Corporation (SYK)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl C (GOOG)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for PUREfi Wealth

Top funds holding iShares Dow Jones US Financial

Dynasty Wealth Management
Fisher Investments
Phoenix Holdings
Sagespring Wealth Partners
Hsbc Holdings
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
LPL Financial
Green Harvest Asset Management
BlackRock
Wells Fargo & Company
UBS Group
Steward Partners Investment Advisory
Jpmorgan Chase & Co
Two Sigma Investments

View all funds holding iShares Dow Jones US Financial