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iShares Dow Jones US Financial Svc. shares owned by Pinnacle Family Advisors

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

Historical chart of Pinnacle Family Advisors 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 Pinnacle Family Advisors 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 Pinnacle Family Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.0M 47k 65.21

More positions owned by Pinnacle Family Advisors

Ishares Tr Core S&p500 Etf (IVV)
Tidal Tr Ii Pinnacle Focused (FCUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
O'reilly Automotive (ORLY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr 10+ Yr Invst Grd (IGLB)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Amazon (AMZN)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Pinnacle Family Advisors

Top funds holding iShares Dow Jones US Financial Svc.

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

View all funds holding iShares Dow Jones US Financial Svc.