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iShares Dow Jones US Financial shares owned by Virtue Capital Management

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

Historical chart of Virtue Capital Management 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 Virtue Capital Management 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 Virtue Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 17k 85.62
2023-09-30 $1.6M 22k 74.67
2023-06-30 $1.6M 22k 74.67
2022-12-31 $3.0M 40k 75.47
2022-03-31 $957k 11k 84.49
2021-12-31 $1.5M 17k 86.68
2021-09-30 $1.1M 13k 82.57
2021-06-30 $1.6M 19k 81.03
2021-03-31 $866k 12k 74.86

More positions owned by Virtue Capital Management

Invsc S P 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Vaneck Ig Floating Rate Etf Ig Floating Rate Etf (FLTR)
Ishares Short Treasury Bond Etf Short Treas Bd (SHV)
First Trust Senior Loan Etf Senior Ln Fd (FTSL)
Pimco Enhanced Shrt Maturty Actv Etf Enhan Shrt Ma Ac (Principal) (MINT)
Vanguard S&p 500 Etf S&p 500 Etf Shs (Principal) (VOO)
Vanguard Russell 2000 Value Etf Vng Rus2000val Etf (VTWV)
Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ)
Vanguard Russell 2000 Growth Etf Vng Rus2000grw Etf (VTWG)
Microsoft Corporation (MSFT)
Blackrock Ultra Short Term Bond Etf Blackrock Ultra (ICSH)
Apple (AAPL)
Spdr Bloomberg 1 3 Mnth T Bll Etf Bloomberg 1-3 Month T-bill Etf (BIL)
First Trust Technology Alphad Etf Iv Tech Alphadex (FXL)
First Tr Indl Prod Drbl Alpha Etf Iv Indls Prod Dur (FXR)

View all positions for Virtue Capital Management

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
GDS Wealth Management
Scotia Capital
Commonwealth Equity Services
Patten & Patten
Kestra Advisory Services
Cambridge Investment Research Advisors
Raymond James & Associates
Etfidea

View all funds holding iShares Dow Jones US Financial