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iShares Dow Jones US Financial Svc. shares owned by Magnus Financial Group

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

Historical chart of Magnus Financial Group 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 Magnus Financial Group 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 Magnus Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $324k 3.6k 89.63
2025-06-30 $313k 3.7k 85.59
2025-03-31 $238k 3.0k 78.55
2024-12-31 $205k 2.6k 77.81

More positions owned by Magnus Financial Group

Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr U.s. Finls Etf (IYF)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)

View all positions for Magnus Financial Group

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.