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iShares Dow Jones US Financial shares owned by Sigma Planning

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

Historical chart of Sigma 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 Sigma 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $920k 8.9k 103.90
2024-06-30 $1.4M 14k 94.57
2024-03-31 $1.4M 15k 95.65
2023-12-31 $832k 9.7k 85.41
2023-09-30 $889k 12k 74.77
2023-06-30 $925k 12k 74.62
2023-03-31 $940k 13k 71.14
2022-12-31 $1.2M 15k 75.47
2022-09-30 $1.0M 15k 67.56
2022-06-30 $1.1M 16k 69.98
2022-03-31 $1.6M 18k 84.55
2021-12-31 $1.5M 18k 86.67
2021-09-30 $1.5M 19k 82.57
2021-06-30 $1.3M 17k 81.07
2021-03-31 $1.3M 17k 74.87
2020-12-31 $1.1M 17k 66.80
2020-09-30 $1.5M 13k 113.45
2020-06-30 $1.2M 11k 110.16
2020-03-31 $1.4M 14k 97.32
2019-12-31 $3.6M 26k 137.79
2019-09-30 $1.6M 12k 128.76
2019-06-30 $1.8M 15k 125.62
2019-03-31 $1.3M 11k 118.14
2018-12-31 $1.2M 11k 106.35
2018-09-30 $1.3M 11k 121.50
2018-06-30 $1.2M 11k 117.22
2018-03-31 $1.4M 12k 117.83
2017-12-31 $1.9M 16k 119.41
2017-09-30 $1.8M 16k 112.13
2017-06-30 $1.8M 17k 107.55
2017-03-31 $2.8M 27k 104.06
2016-12-31 $2.8M 27k 101.46
2016-09-30 $2.0M 22k 90.01
2016-06-30 $1.8M 21k 85.96
2016-03-31 $740k 8.8k 84.55
2015-12-31 $832k 9.4k 88.40
2015-09-30 $591k 7.0k 84.14
2015-06-30 $561k 6.3k 89.70
2015-03-31 $338k 3.8k 88.97
2014-12-31 $336k 3.7k 90.15

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Sigma Planning

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Phoenix Holdings
Manufacturers Life Insurance Company
Goldman Sachs Group
Hsbc Holdings
Northwestern Mutual Wealth Management Company
Fil
LPL Financial
Green Harvest Asset Management
Bank Of Montreal
UBS Group
Wells Fargo & Company
FMR
Schroder Investment Management Group

View all funds holding iShares Dow Jones US Financial