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iShares Dow Jones US Financial shares owned by Vision Capital Management

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

Historical chart of Vision 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 Vision 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 Vision Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $250k 2.0k 126.64
2025-06-30 $239k 2.0k 120.99
2025-03-31 $223k 2.0k 112.85

More positions owned by Vision Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Gold Tr Ishares New (IAU)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Visa Com Cl A (V)
Sherwin-Williams Company (SHW)

View all positions for Vision Capital Management

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Morgan Stanley
Phoenix Holdings
LPL Financial
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Green Harvest Asset Management
Wells Fargo & Company
BlackRock
UBS Group
Jpmorgan Chase & Co
Two Sigma Investments
Steward Partners Investment Advisory
Pinkerton Retirement Specialists
Royal Bank of Canada

View all funds holding iShares Dow Jones US Financial