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iShares Dow Jones US Financial shares owned by Sagespring Wealth Partners

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

Historical chart of Sagespring Wealth Partners 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 Sagespring Wealth Partners 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 Sagespring Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $30M 238k 126.64
2025-06-30 $27M 221k 120.99

More positions owned by Sagespring Wealth Partners

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Tcw Transform Etf Trust Transform System (PWRD)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Sagespring Wealth Partners

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