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iShares Dow Jones US Financial Svc. shares owned by Storen Legacy Partners

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

Historical chart of Storen Legacy Partners 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 Storen Legacy Partners 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 Storen Legacy Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.5M 42k 82.84

More positions owned by Storen Legacy Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Eli Lilly & Co. (LLY)
Vanguard Wellington Us Multifactor (VFMF)
Tcw Etf Trust Transform System (PWRD)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Storen Legacy Partners

Top funds holding iShares Dow Jones US Financial Svc.

Dynasty Wealth Management
RiverFront Investment Group
Envestnet Asset Management
Morgan Stanley
Goldman Sachs Group
Sagespring Wealth Partners
OpenArc Corporate Advisory
Bank of America Corporation
LPL Financial
Raymond James Financial
Kozak & Associates
Royal Bank of Canada
Baltimore-Washington Financial Advisors
Green Harvest Asset Management
Wells Fargo & Company

View all funds holding iShares Dow Jones US Financial Svc.