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iShares Dow Jones US Financial Svc. shares owned by Circle Wealth Management

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

Historical chart of Circle Wealth Management 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 Circle Wealth Management 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 Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $19M 295k 65.21
2024-03-31 $20M 295k 66.30
2023-12-31 $18M 98k 179.21
2023-09-30 $15M 98k 154.64

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Nike CL B (NKE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Gold Tr Ishares New (IAU)

View all positions for Circle Wealth Management

Top funds holding iShares Dow Jones US Financial Svc.

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

View all funds holding iShares Dow Jones US Financial Svc.