XP Advisory US »

iShares Dow Jones US Financial Svc. shares owned by XP Advisory US

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

Historical chart of XP Advisory US 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 XP Advisory US 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 XP Advisory US

Quarter filed Position value Share count Share price at filing
2026-06-30 $402k 4.4k 90.47

More positions owned by XP Advisory US

SPDR S&P 500 ETF Trust SHS (SPY)
Invesco QQQ TR Unit Ser 1 SHS (QQQ)
Vanguard Total Intl Stock Index FD ETF SHS (VXUS)
Etfis Ser TR I Reaves Utils ETF SHS (UTES)
Vanguard Instl Index FD 0-3 Mo Treas Bill ETF / / B/E DTD / / Mat SHS (VBIL)
Invesco Exchange-Traded FD TR II KBW BK ETF SHS (KBWB)
Alphabet Inc Class C cs (GOOG)
SPDR Ser TR Bloomberg Barclays Short Term High Yield BD ETF SHS (SJNK)
iShares TR MSCI Acwi ETF SHS (ACWI)
2023 ETF Ser TR Eagle Cap Select Equity ETF SHS (EAGL)
PIMCO ETF TR Short Term Mun BD Active ETF SHS (SMMU)
Vanguard FTSE Europe ETF SHS (VGK)
iShares MSCI Emerging Market SHS (EEM)
Vanguard Index SHS (VTV)
Technology Select Sect SPDR SHS (XLK)

View all positions for XP Advisory US

Top funds holding iShares Dow Jones US Financial Svc.

Dynasty Wealth Management
RiverFront Investment Group
Envestnet Asset Management
Morgan Stanley
Goldman Sachs Group
Sagespring Wealth Partners
OpenArc Corporate Advisory
Bank of America Corporation
LPL Financial
Raymond James Financial
Baltimore-Washington Financial Advisors
Royal Bank of Canada
Green Harvest Asset Management
Wells Fargo & Company
Kozak & Associates

View all funds holding iShares Dow Jones US Financial Svc.