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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
2024-03-31 $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)
Apple (AAPL)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Us Aer Def Etf (ITA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vaneck Etf Trust Clo Etf (CLOI)
Owl Rock Capital Corporation (OBDC)
Qualcomm (QCOM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr U.s. Med Dvc Etf (IHI)
Eli Lilly & Co. (LLY)

View all positions for WESPAC 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