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iShares Dow Jones US Financial Svc. shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.7M 57k 82.84
2024-12-31 $9.9M 127k 77.81

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View all positions for Independent Advisor Alliance

Top funds holding iShares Dow Jones US Financial Svc.

Dynasty Wealth Management
RiverFront Investment Group
Envestnet Asset Management
Morgan Stanley
Goldman Sachs Group
Sagespring Wealth Partners
OpenArc Corporate Advisory
Bank of America Corporation
LPL Financial
Raymond James Financial
Kozak & Associates
Royal Bank of Canada
Baltimore-Washington Financial Advisors
Green Harvest Asset Management
Wells Fargo & Company

View all funds holding iShares Dow Jones US Financial Svc.