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iShares Dow Jones US Financial Svc. shares owned by Swisher Financial Concepts

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

Historical chart of Swisher Financial Concepts 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 Swisher Financial Concepts 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 Swisher Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $313k 4.5k 70.13
2024-06-30 $295k 4.5k 66.11
2024-03-31 $336k 5.2k 64.17

More positions owned by Swisher Financial Concepts

Capital Group Dividend Value Shs Creation Uni (CGDV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Mid Cap Etf (VO)
Abbvie (ABBV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Msci Emrg Chn (EMXC)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Abbott Laboratories (ABT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Swisher Financial Concepts

Top funds holding iShares Dow Jones US Financial Svc.

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

View all funds holding iShares Dow Jones US Financial Svc.