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iShares Dow Jones US Financial shares owned by Samara Investment Management

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

Historical chart of Samara Investment Management 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 Samara Investment Management 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 Samara Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $534k 4.5k 117.66

More positions owned by Samara Investment Management

Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (BILS)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Costco Wholesale Corporation (COST)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Wal-Mart Stores (WMT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Samara Investment Management

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Morgan Stanley
Phoenix Holdings
Green Harvest Asset Management
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
LPL Financial
Two Sigma Investments
Wells Fargo & Company
UBS Group
Steward Partners Investment Advisory
Royal Bank of Canada
FMR
Raymond James Financial

View all funds holding iShares Dow Jones US Financial