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iShares Dow Jones US Financial Svc. shares owned by Family Firm

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

Historical chart of Family Firm investment in iShares Dow Jones US Financial Svc.

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All positions including iShares Dow Jones US Financial Svc. held by Family Firm 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 Family Firm

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.5M 32k 77.81
2024-09-30 $2.5M 35k 71.02
2024-06-30 $2.4M 36k 65.21
2024-03-31 $2.5M 38k 66.30
2023-12-31 $2.3M 13k 179.21
2023-09-30 $2.0M 13k 154.64
2023-06-30 $2.3M 15k 157.99
2023-03-31 $2.0M 13k 150.96
2022-12-31 $2.1M 13k 157.51
2022-09-30 $2.6M 14k 193.12
2022-06-30 $2.6M 14k 193.12
2022-03-31 $2.6M 14k 193.12
2021-12-31 $2.6M 14k 193.12
2021-09-30 $2.7M 13k 201.46
2021-06-30 $2.5M 13k 185.25
2021-03-31 $2.3M 14k 171.26
2020-12-31 $2.2M 14k 155.12
2020-09-30 $1.7M 14k 121.99
2020-06-30 $1.5M 13k 119.38
2020-03-31 $1.3M 12k 102.70
2019-12-31 $1.6M 10k 151.79
2019-09-30 $1.4M 10k 136.39
2019-06-30 $1.4M 11k 133.84
2019-03-31 $1.2M 9.9k 124.85
2018-12-31 $1.1M 10k 112.30
2018-09-30 $1.2M 9.1k 133.27
2018-06-30 $1.2M 9.3k 129.66
2018-03-31 $1.3M 9.7k 131.00
2017-12-31 $1.4M 10k 130.49
2017-09-30 $1.3M 11k 119.84
2017-06-30 $1.2M 11k 113.38
2017-03-31 $1.2M 11k 109.09
2016-12-31 $1.4M 13k 106.29
2016-09-30 $1.1M 13k 87.80
2016-06-30 $970k 12k 80.63
2016-03-31 $897k 11k 81.17
2015-12-31 $735k 8.2k 89.96
2015-09-30 $658k 7.7k 85.42
2015-06-30 $657k 7.0k 93.98
2015-03-31 $422k 4.7k 89.54
2014-12-31 $449k 4.9k 91.78

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares North American Natural Resources Etf Etf (IGE)
Vanguard Russell 3000 Etf Etf (VTHR)
Schwab U.s. Broad Market Etf Etf (SCHB)
Ishares Tips Bond Etf Etf (TIP)
Apple Stock (AAPL)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Nvidia Corporation Stock (NVDA)
Ishares International Treasury Bond Etf Etf (IGOV)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for Family Firm

Top funds holding iShares Dow Jones US Financial Svc.

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

View all funds holding iShares Dow Jones US Financial Svc.