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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
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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View all positions for Wealthstar Advisors

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

View all funds holding iShares Dow Jones US Financial