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iShares Dow Jones US Financial shares owned by Well Done

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

Historical chart of Well Done 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 Well Done 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 Well Done

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 1.6k 128.93
2025-09-30 $203k 1.6k 126.64
2018-03-31 $22k 183 120.22

More positions owned by Well Done

Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Abbvie (ABBV)
Gentex Corporation (GNTX)

View all positions for Well Done

Top funds holding iShares Dow Jones US Financial

Dynasty Wealth Management
Fisher Investments
Phoenix Holdings
Sagespring Wealth Partners
Hsbc Holdings
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
LPL Financial
Green Harvest Asset Management
BlackRock
Wells Fargo & Company
UBS Group
Steward Partners Investment Advisory
Jpmorgan Chase & Co
Two Sigma Investments

View all funds holding iShares Dow Jones US Financial