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iShares Dow Jones US Financial Svc. shares owned by PUREfi Wealth

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

Historical chart of PUREfi Wealth 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 PUREfi Wealth 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 PUREfi Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $398k 4.8k 82.84

More positions owned by PUREfi Wealth

Wal-Mart Stores (WMT)
Stryker Corporation (SYK)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ii Flexible Income (BINC)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Exxon Mobil Corporation (XOM)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl C (GOOG)

View all positions for PUREfi Wealth

Top funds holding iShares Dow Jones US Financial Svc.

RiverFront Investment Group
Envestnet Asset Management
Goldman Sachs Group
Sagespring Wealth Partners
Dynasty Wealth Management
LPL Financial
Raymond James Financial
Kozak & Associates
Baltimore-Washington Financial Advisors
Wells Fargo & Company
Green Harvest Asset Management
Circle Wealth Management
Ameriprise Financial
Mml Investors Services
Private Advisor

View all funds holding iShares Dow Jones US Financial Svc.