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iShares Dow Jones US Financial shares owned by Trilogy Capital

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

Historical chart of Trilogy Capital 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 Trilogy Capital 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 Trilogy Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $249k 2.1k 117.66
2018-09-30 $3.0k 27 111.11

More positions owned by Trilogy Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Emgring Mkts (EMMF)
Spdr Series Trust State Street Spd (SPAB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Alps Etf Tr Smith Core Plus (SMTH)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr State Street Con (XLY)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)

View all positions for Trilogy Capital

Top funds holding iShares Dow Jones US Financial

Dynasty Wealth Management
Fisher Investments
Phoenix Holdings
Sagespring Wealth Partners
Hsbc Holdings
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
LPL Financial
Green Harvest Asset Management
BlackRock
Wells Fargo & Company
UBS Group
Steward Partners Investment Advisory
FMR
Principal Financial Group

View all funds holding iShares Dow Jones US Financial