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iShares Dow Jones US Financial shares owned by Sherman Porfolios

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

Historical chart of Sherman Porfolios 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 Sherman Porfolios 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 Sherman Porfolios

Quarter filed Position value Share count Share price at filing
2025-09-30 $26M 203k 126.64
2025-06-30 $24M 197k 120.99
2024-12-31 $26M 230k 110.58

More positions owned by Sherman Porfolios

Spdr Gold Tr Gold Shs (GLD)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Us Telecom Etf (IYZ)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr U.s. Finls Etf (IYF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Select Sector Spdr Tr Energy (XLE)
Proshares Tr Pshs Ult S&p 500 (SSO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Msci Eafe Etf (EFA)
Palantir Technologies Cl A (PLTR)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Sherman Porfolios

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