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iShares Dow Jones US Financial shares owned by Stratos Wealth Partners

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

Historical chart of Stratos Wealth 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 Stratos Wealth 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 Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $498k 5.2k 95.65
2023-12-31 $446k 5.2k 85.42
2023-09-30 $434k 5.8k 74.77
2023-06-30 $459k 6.1k 74.62
2023-03-31 $548k 7.7k 71.14
2022-12-31 $534k 7.1k 75.48
2022-09-30 $479k 7.1k 67.57
2022-06-30 $685k 9.8k 69.95
2022-03-31 $853k 10k 84.52
2021-12-31 $876k 10k 86.72
2021-09-30 $834k 10k 82.55
2021-06-30 $657k 8.1k 81.06
2021-03-31 $585k 7.8k 74.84
2020-12-31 $902k 14k 66.80
2020-09-30 $918k 8.1k 113.52
2020-06-30 $1.0M 9.5k 110.15
2020-03-31 $1.0M 11k 97.24
2019-12-31 $1.2M 8.7k 137.78
2019-09-30 $1.1M 8.7k 128.72
2019-06-30 $1.1M 9.2k 125.64
2019-03-31 $901k 7.6k 118.18
2018-12-31 $867k 8.2k 106.34
2018-09-30 $1.0M 8.4k 121.51
2018-06-30 $880k 7.5k 117.15
2018-03-31 $838k 7.1k 117.86
2017-12-31 $799k 6.7k 119.43
2017-09-30 $701k 6.3k 112.07
2017-06-30 $716k 6.7k 107.48
2017-03-31 $990k 9.5k 104.06
2016-12-31 $404k 4.0k 101.41
2016-09-30 $384k 4.3k 89.89
2016-06-30 $278k 3.2k 85.83
2016-03-31 $205k 2.4k 84.78
2015-12-31 $214k 2.4k 88.54
2015-09-30 $223k 2.7k 84.12
2015-06-30 $311k 3.5k 89.78
2014-12-31 $17k 190 90.20

More positions owned by Stratos Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Stratos Wealth Partners

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