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iShares Dow Jones US Financial Svc. shares owned by Activest Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Activest Wealth Management from 13F filings

Historical chart of Activest Wealth Management investment in iShares Dow Jones US Financial Svc.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial Svc. held by Activest Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Activest Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $67k 740 90.47

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American Centy Etf Tr Intl Eqt Etf (AVDE)
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View all positions for Activest Wealth Management

Top funds holding iShares Dow Jones US Financial Svc.

Dynasty Wealth Management
RiverFront Investment Group
Envestnet Asset Management
Morgan Stanley
Goldman Sachs Group
Sagespring Wealth Partners
OpenArc Corporate Advisory
Bank of America Corporation
LPL Financial
Raymond James Financial
Baltimore-Washington Financial Advisors
Royal Bank of Canada
Green Harvest Asset Management
Wells Fargo & Company
Kozak & Associates

View all funds holding iShares Dow Jones US Financial Svc.