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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
2024-03-31 $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)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Sigma Planning

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Goldman Sachs Group
UBS Group
Wells Fargo & Company
Washington Trust Company
Royal Bank of Canada
Magnus Financial Group
GDS Wealth Management
Scotia Capital
Commonwealth Equity Services
Patten & Patten
Kestra Advisory Services
Cambridge Investment Research Advisors
Raymond James & Associates

View all funds holding iShares Dow Jones US Financial