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iShares Dow Jones US Financial Svc. shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning 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 Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $58k 647 89.58
2025-06-30 $55k 645 85.59
2025-03-31 $51k 643 78.57
2024-12-31 $50k 641 77.86

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Schwab Us Large Cap Growth Etf Uie (SCHG)

View all positions for Comprehensive Financial Planning

Top funds holding iShares Dow Jones US Financial Svc.

RiverFront Investment Group
Envestnet Asset Management
Morgan Stanley
Goldman Sachs Group
Royal Bank of Canada
Raymond James Financial
LPL Financial
Kozak & Associates
Baltimore-Washington Financial Advisors
Foundations Investment 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.