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iShares Dow Jones US Financial Svc. shares owned by Burk Holdings

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

Historical chart of Burk Holdings investment in iShares Dow Jones US Financial Svc.

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All positions including iShares Dow Jones US Financial Svc. held by Burk Holdings 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 Burk Holdings

Quarter filed Position value Share count Share price at filing
2026-03-31 $102k 1.2k 82.84

More positions owned by Burk Holdings

Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Global Real Est (DFGR)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Small Cap Val (DFSV)

View all positions for Burk Holdings

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
Kozak & Associates
Royal Bank of Canada
Baltimore-Washington Financial Advisors
Green Harvest Asset Management
Wells Fargo & Company

View all funds holding iShares Dow Jones US Financial Svc.