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iShares Dow Jones US Financial Svc. shares owned by SAM Advisors

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

Historical chart of SAM 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 SAM 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 SAM Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.4M 41k 179.21
2023-09-30 $6.3M 41k 154.64
2023-06-30 $6.6M 42k 157.99
2023-03-31 $5.9M 39k 150.96
2022-12-31 $6.5M 41k 157.52
2022-09-30 $5.6M 40k 141.23

More positions owned by SAM Advisors

Vanguard Index Fds Total Stock Market Etf (VTI)
Vanguard Star Fds Vg Tl Intl Stk Etf (VXUS)
Vanguard Total Bond Mkt Etf (BND)
Sdpr High Yield Bond Etf (SJNK)
Invesco Qqq Tr Unit Etf (QQQ)
Vanguard Index Fds Small Etf (VB)
Jpmrg Div Rtn Em Eqt Etf (JPEM)
Berkshire Hathaway Inc Del CL B (BRK.B)
Ishares Us Financial Ser Etf (IYG)
Invesco Senior Loan Etf (BKLN)
Microsoft Corporation (MSFT)
Apple (AAPL)
Uber Technologies (UBER)
Boeing Company (BA)
Eaton Vance Tax-managed Glob Etf (ETW)

View all positions for SAM Advisors

Top funds holding iShares Dow Jones US Financial Svc.

Raymond James & Associates
RiverFront Investment Group
Goldman Sachs Group
Bank of America Corporation
Royal Bank of Canada
Ferguson Wellman Capital Management
Arkansas Financial
Wells Fargo & Company
Baltimore-Washington Financial Advisors
Howard Capital Management Group
Circle Wealth Management
UBS Group
Janney Montgomery Scott
Jpmorgan Chase & Co
Kozak & Associates

View all funds holding iShares Dow Jones US Financial Svc.