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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
2024-03-31 $336k 5.2k 64.17

More positions owned by Swisher Financial Concepts

Capital Group Dividend Value Shs Creation Uni (CGDV)
Abbvie (ABBV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Mid Cap Etf (VO)
Abbott Laboratories (ABT)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Msci Emrg Chn (EMXC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Amazon (AMZN)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)

View all positions for Swisher Financial Concepts

Top funds holding iShares Dow Jones US Financial Svc.

RiverFront Investment Group
Raymond James & Associates
Goldman Sachs Group
Janney Montgomery Scott
Bank of America Corporation
Royal Bank of Canada
Ferguson Wellman Capital Management
Bnp Paribas Arbitrage, Snc
Arkansas Financial
Wells Fargo & Company
Baltimore-Washington Financial Advisors
Private Advisor
Howard Capital Management Group
Circle Wealth Management
UBS Group

View all funds holding iShares Dow Jones US Financial Svc.