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iShares Dow Jones US Financial Svc. shares owned by Chicago Partners Investment

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

Historical chart of Chicago Partners Investment 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 Chicago Partners Investment 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 Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-03-31 $212k 3.3k 64.88
2021-12-31 $211k 1.1k 194.83
2021-09-30 $201k 1.0k 200.20

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

Top funds holding iShares Dow Jones US Financial Svc.

RiverFront Investment Group
Raymond James & Associates
Goldman Sachs Group
Janney Montgomery Scott
Bank of America Corporation
Royal Bank of Canada
Ferguson Wellman Capital Management
Bnp Paribas Arbitrage, Snc
Arkansas Financial
Wells Fargo & Company
Baltimore-Washington Financial Advisors
Private Advisor
Howard Capital Management Group
Circle Wealth Management
UBS Group

View all funds holding iShares Dow Jones US Financial Svc.