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iShares Dow Jones US Financial shares owned by waypoint wealth counsel

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

Historical chart of waypoint wealth counsel 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 waypoint wealth counsel 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 waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2024-12-31 $243k 2.2k 110.59
2024-09-30 $228k 2.2k 103.90
2024-06-30 $207k 2.2k 94.58
2024-03-31 $208k 2.2k 95.66

More positions owned by waypoint wealth counsel

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Small Cp Etf (VB)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)

View all positions for waypoint wealth counsel

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Phoenix Holdings
Manufacturers Life Insurance Company
Goldman Sachs Group
Hsbc Holdings
Northwestern Mutual Wealth Management Company
Fil
LPL Financial
Green Harvest Asset Management
Bank Of Montreal
UBS Group
Wells Fargo & Company
FMR
Schroder Investment Management Group

View all funds holding iShares Dow Jones US Financial