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iShares Dow Jones US Financial shares owned by Zhang Financial

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

Historical chart of Zhang Financial 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 Zhang Financial 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 Zhang Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $525k 4.5k 117.67

More positions owned by Zhang Financial

Vanguard S&p S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Us Us Equity Etf (DFUS)
Ishares Core Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intermediate Intermed Term (BIV)
Dimensional Us Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Core Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Total Total Bnd Mrkt (BND)
Apple (AAPL)
Vanguard Small Sm Cp Val Etf (VBR)
Vanguard High High Div Yld (VYM)
Ishares Gold Ishares (IAU)

View all positions for Zhang Financial

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Morgan Stanley
Phoenix Holdings
Green Harvest Asset Management
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
LPL Financial
Two Sigma Investments
Wells Fargo & Company
UBS Group
Steward Partners Investment Advisory
Royal Bank of Canada
FMR
Raymond James Financial

View all funds holding iShares Dow Jones US Financial