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iShares Dow Jones US Financial Svc. shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial 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 Roxbury Financial 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 Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $27k 302 89.54
2025-06-30 $26k 302 85.50
2025-03-31 $25k 302 83.47
2024-12-31 $25k 301 82.52

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Fidelity Nasdaq Composite Index Etf Etf (ONEQ)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Jpmorgan Chase & Co Stock (JPM)
Wells Fargo Stock (WFC)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Mckesson Corp Stock (MCK)
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View all positions for Roxbury Financial

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.