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iShares Dow Jones US Financial Svc. shares owned by Black Diamond Financial

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

Historical chart of Black Diamond Financial 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 Black Diamond 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 Svc. by Black Diamond Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $228k 2.9k 77.81
2024-09-30 $208k 2.9k 71.02
2022-06-30 $295k 2.0k 148.02
2022-03-31 $359k 2.0k 180.22

More positions owned by Black Diamond Financial

Vanguard World Mega Cap Val Etf (MGV)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Black Diamond Financial

Top funds holding iShares Dow Jones US Financial Svc.

RiverFront Investment Group
Envestnet Asset Management
Goldman Sachs Group
Morgan Stanley
Raymond James & Associates
Raymond James Financial
Royal Bank of Canada
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Baltimore-Washington Financial Advisors
Circle Wealth Management
Jpmorgan Chase & Co
Kozak & Associates
Janney Montgomery Scott

View all funds holding iShares Dow Jones US Financial Svc.