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iShares Dow Jones US Financial shares owned by WESPAC Advisors

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

Historical chart of WESPAC 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 WESPAC 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 WESPAC Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 11k 103.90
2024-06-30 $777k 8.2k 94.57
2024-03-31 $913k 9.5k 95.65
2023-12-31 $429k 5.0k 85.41
2021-12-31 $512k 5.9k 86.72
2021-09-30 $262k 3.2k 82.60
2021-06-30 $554k 6.8k 81.02
2021-03-31 $1.7M 23k 74.88

More positions owned by WESPAC Advisors

Spdr Gold Tr Gold Shs (GLD)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr Us Aer Def Etf (ITA)
Vanguard Index Fds Growth Etf (VUG)
Eli Lilly & Co. (LLY)
Qualcomm (QCOM)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)

View all positions for WESPAC Advisors

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Morgan Stanley
Phoenix Holdings
Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Manufacturers Life Insurance Company
LPL Financial
Green Harvest Asset Management
Wells Fargo & Company
Washington Trust Company
Royal Bank of Canada
Magnus Financial Group
Advisor Group Holdings
Scotia Capital

View all funds holding iShares Dow Jones US Financial