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iShares Dow Jones US Financial shares owned by Sequent Planning

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

Historical chart of Sequent Planning 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 Sequent Planning 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $215k 1.8k 117.65

More positions owned by Sequent Planning

Ishares Tr Core Us Aggbd Et (AGG)
Franklin Templeton Etf Tr Us Equity Index (USPX)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Select Sector Spdr Tr State Street Tec (XLK)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)

View all positions for Sequent Planning

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