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iShares Dow Jones US Financial Svc. shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in iShares Dow Jones US Financial Svc.

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All positions including iShares Dow Jones US Financial Svc. held by Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 13k 92.25

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Broadcom (AVGO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Johnson & Johnson (JNJ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Physical Silver Tr Tr Unit (PSLV)
Vanguard Index Fds Small Cp Etf (VB)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Sprott Physical Gold Tr Unit (PHYS)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)

View all positions for Cyndeo Wealth Partners

Top funds holding iShares Dow Jones US Financial Svc.

RiverFront Investment Group
Envestnet Asset Management
Goldman Sachs Group
Sagespring Wealth Partners
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.