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iShares Dow Jones US Financial Svc. shares owned by Tidemark

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

Historical chart of Tidemark 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 Tidemark 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 Tidemark

Quarter filed Position value Share count Share price at filing
2024-09-30 $51k 717 71.02
2024-06-30 $47k 717 65.21
2024-03-31 $72k 1.1k 66.31
2023-12-31 $65k 361 179.22

More positions owned by Tidemark

Invesco Total MF Closed and MF Open (GTO)
Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPYG)
Invesco Exchange MF Closed and MF Open (SPHQ)
Global X MF Closed and MF Open (AUSF)
Spdr Mortgage MF Closed and MF Open (SPMB)
Wisdomtree Dynamic MF Closed and MF Open (DDWM)
Invesco S&p MF Closed and MF Open (IDMO)
Ishares S&p MF Closed and MF Open (IVE)
Blackrock Flexible MF Closed and MF Open (BINC)
Avantis Emerging MF Closed and MF Open (AVEM)
Apple Common Stock (AAPL)
Sector Technology MF Closed and MF Open (XLK)
Spdr Portfolio MF Closed and MF Open (SPTL)
Tesla Common Stock (TSLA)

View all positions for Tidemark

Top funds holding iShares Dow Jones US Financial Svc.

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

View all funds holding iShares Dow Jones US Financial Svc.