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iShares Dow Jones US Financial Svc. shares owned by Benchmark Financial Wealth Advisors

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

Historical chart of Benchmark Financial Wealth Advisors 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 Benchmark Financial Wealth 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 Svc. by Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $276k 3.1k 89.65
2025-06-30 $233k 2.7k 85.59

More positions owned by Benchmark Financial Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Doubleline Etf Trust Opportunistic Co (DBND)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Financial (XLF)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Benchmark Financial Wealth Advisors

Top funds holding iShares Dow Jones US Financial Svc.

RiverFront Investment Group
Envestnet Asset Management
Morgan Stanley
Goldman Sachs Group
Royal Bank of Canada
Raymond James Financial
LPL Financial
Kozak & Associates
Baltimore-Washington Financial Advisors
Foundations Investment Advisors
Wells Fargo & Company
Jpmorgan Chase & Co
Green Harvest Asset Management
Circle Wealth Management
Mml Investors Services

View all funds holding iShares Dow Jones US Financial Svc.