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iShares Dow Jones US Financial Svc. shares owned by Sensible Money

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

Historical chart of Sensible Money 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 Sensible Money 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 Sensible Money

Quarter filed Position value Share count Share price at filing
2024-09-30 $228k 3.2k 71.02
2024-06-30 $210k 3.2k 65.21
2024-03-31 $213k 3.2k 66.30

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View all positions for Sensible Money

Top funds holding iShares Dow Jones US Financial Svc.

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

View all funds holding iShares Dow Jones US Financial Svc.