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iShares Dow Jones US Financial Svc. shares owned by Wealth Forward

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

Historical chart of Wealth Forward investment in iShares Dow Jones US Financial Svc.

May 2024Jul 2024Sep 2024Nov 2024Jan 2025210k220k230k240k31643,164.531653,165.53166
Value ($)Share countHistorical IYG position of Wealth Forward Source: stockzoa.comValue ($)Share count

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All positions including iShares Dow Jones US Financial Svc. held by Wealth Forward 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 Wealth Forward

Quarter filed Position value Share count Share price at filing
2024-12-31 $246k 3.2k 77.81
2024-09-30 $225k 3.2k 71.02
2024-06-30 $206k 3.2k 65.21
2024-03-31 $210k 3.2k 66.30

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Ishares Tr Tips Bd Etf (TIP)
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Ishares Tr Iboxx Hi Yd Etf (HYG)
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Ishares Tr Aggres Alloc Etf (AOA)
Us Bancorp Del Com New (USB)
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View all positions for Wealth Forward

Top funds holding iShares Dow Jones US Financial Svc.

RiverFront Investment Group
Envestnet Asset Management
Goldman Sachs Group
Morgan Stanley
Raymond James Financial
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

View all funds holding iShares Dow Jones US Financial Svc.