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iShares Dow Jones US Financial shares owned by Second Half Financial Partners

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

Historical chart of Second Half Financial 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 Second Half Financial 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 Second Half Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 35k 103.90
2023-06-30 $385k 5.2k 74.61

More positions owned by Second Half Financial Partners

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Exchange-traded Ft Vest Ris (RDVI)
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr U.s. Real Es Etf (IYR)
Select Sector Spdr Tr Sbi Int-utils (XLU)
BlackRock (BLK)
UnitedHealth (UNH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Finls Etf (IYF)
Johnson & Johnson (JNJ)
Amgen (AMGN)
Anthem (ELV)

View all positions for Second Half Financial Partners

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