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iShares Dow Jones US Financial Svc. shares owned by Brendel Financial Advisors

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

Historical chart of Brendel Financial Advisors investment in iShares Dow Jones US Financial Svc.

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All positions including iShares Dow Jones US Financial Svc. held by Brendel Financial 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 Brendel Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $950k 10k 92.25

More positions owned by Brendel Financial Advisors

Sherwin-Williams Company (SHW)
Graniteshares Gold Tr Shs Ben Int (BAR)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
Abbvie (ABBV)
Caterpillar (CAT)
American Express Company (AXP)
Cintas Corporation (CTAS)
International Business Machines (IBM)
Nextera Energy (NEE)
Microsoft Corporation (MSFT)
Cincinnati Financial Corporation (CINF)
Nucor Corporation (NUE)
Alphabet Cap Stk Cl C (GOOG)
Palantir Technologies Cl A (PLTR)

View all positions for Brendel Financial Advisors

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.