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iShares Dow Jones US Financial shares owned by Wealthstar Advisors

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

Historical chart of Wealthstar Advisors 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 Wealthstar Advisors 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 Wealthstar Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $258k 2.1k 121.01
2025-03-31 $2.3M 20k 112.85
2024-12-31 $2.2M 20k 110.58
2024-03-31 $2.0M 21k 95.65
2023-12-31 $1.5M 17k 85.41
2022-03-31 $4.5M 54k 84.53

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Texas Instruments Incorporated (TXN)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr U.s. Tech Etf (IYW)
Neos Etf Trust Nasdaq 100 Hdgd (QQQH)
Ishares Tr Intrm Gov Cr Etf (GVI)
Sixth Street Specialty Lending (TSLX)
Schwab Strategic Tr Fundamental Us L (FNDX)

View all positions for Wealthstar Advisors

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