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iShares Dow Jones US Financial Svc. shares owned by Sequent Planning

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

Historical chart of Sequent Planning 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 Sequent Planning 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $683k 7.6k 89.64

More positions owned by Sequent Planning

Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Franklin Templeton Etf Tr Us Equity Index (USPX)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Select Sector Spdr Tr Technology (XLK)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)

View all positions for Sequent Planning

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.