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iShares Dow Jones US Financial Svc. shares owned by Lowe, Brockenbrough & Company

Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Lowe, Brockenbrough & Company from 13F filings

Historical chart of Lowe, Brockenbrough & Company investment in iShares Dow Jones US Financial Svc.

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All positions including iShares Dow Jones US Financial Svc. held by Lowe, Brockenbrough & Company 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 Lowe, Brockenbrough & Company

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.4k 69 92.25
2025-09-30 $6.2k 69 89.64

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Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf (IJH)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Broadcom (AVGO)

View all positions for Lowe, Brockenbrough & Company

Top funds holding iShares Dow Jones US Financial Svc.

RiverFront Investment Group
Envestnet Asset Management
Goldman Sachs Group
Sagespring Wealth Partners
Dynasty Wealth Management
Royal Bank of Canada
LPL Financial
Raymond James Financial
Kozak & Associates
Baltimore-Washington Financial 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.