Wealth Forward »

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.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial Svc. held by Wealth Forward consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Wealth Forward

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

More positions owned by Wealth Forward

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 100 Etf (OEF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Grwt Allocat Etf (AOR)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Apple (AAPL)
Ishares Tr Aggres Alloc Etf (AOA)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Us Bancorp Del Com New (USB)
Alerus Finl (ALRS)

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 & Associates
Royal Bank of Canada
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Baltimore-Washington Financial Advisors
Circle Wealth Management
Jpmorgan Chase & Co
International Assets Investment Management
Kozak & Associates
Janney Montgomery Scott

View all funds holding iShares Dow Jones US Financial Svc.