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iShares Dow Jones US Financial Svc. shares owned by Brandywine Oak Private Wealth

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

Historical chart of Brandywine Oak Private Wealth 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 Brandywine Oak Private Wealth 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 Brandywine Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $297k 3.2k 92.25

More positions owned by Brandywine Oak Private Wealth

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SLYV)
Vanguard World Inf Tech Etf (VGT)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Graniteshares Gold Tr Shs Ben Int (BAR)

View all positions for Brandywine Oak Private Wealth

Top funds holding iShares Dow Jones US Financial Svc.

RiverFront Investment Group
Envestnet Asset Management
Goldman Sachs Group
Sagespring Wealth Partners
Dynasty Wealth Management
Royal Bank of Canada
LPL Financial
Raymond James Financial
Kozak & Associates
Baltimore-Washington Financial 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.