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iShares Dow Jones US Financial Svc. shares owned by West Paces Advisors

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

Historical chart of West Paces Advisors 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 West Paces Advisors 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 West Paces Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7k 64 89.64
2025-06-30 $31k 363 85.60

More positions owned by West Paces Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Flexshares Tr Iboxx 3r Targt (TDTT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Avantis Us Small (AVSC)
Coca-Cola Company (KO)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Russell 3000 Etf (IWV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for West Paces Advisors

Top funds holding iShares Dow Jones US Financial Svc.

RiverFront Investment Group
Envestnet Asset Management
Morgan Stanley
Goldman Sachs Group
Royal Bank of Canada
Raymond James Financial
LPL Financial
Kozak & Associates
Baltimore-Washington Financial Advisors
Foundations Investment Advisors
Wells Fargo & Company
Jpmorgan Chase & Co
Green Harvest Asset Management
Circle Wealth Management
Mml Investors Services

View all funds holding iShares Dow Jones US Financial Svc.