Vision Retirement »

iShares Dow Jones US Financial shares owned by Vision Retirement

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

Historical chart of Vision Retirement 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 Retirement consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Financial by Vision Retirement

Quarter filed Position value Share count Share price at filing
2026-03-31 $47k 400 117.66
2025-12-31 $52k 400 128.93

More positions owned by Vision Retirement

Invesco Qqq MF Closed and MF Open (QQQ)
Apple Common Stock (AAPL)
Amazon Common Stock (AMZN)
State Street MF Closed and MF Open (DIA)
Costco Wholesale Common Stock (COST)
Tesla Common Stock (TSLA)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco S&p MF Closed and MF Open (XLG)
Vanguard High MF Closed and MF Open (VYM)
Visa Common Stock (V)
Nvidia Corp Common Stock (NVDA)
Broadcom Common Stock (AVGO)
State Street MF Closed and MF Open (SPY)
Alphabet Common Stock (GOOG)
Mastercard Common Stock (MA)

View all positions for Vision Retirement

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Morgan Stanley
Phoenix Holdings
Green Harvest Asset Management
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
LPL Financial
Two Sigma Investments
Wells Fargo & Company
UBS Group
Steward Partners Investment Advisory
Royal Bank of Canada
FMR
Raymond James Financial

View all funds holding iShares Dow Jones US Financial