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iShares Dow Jones US Healthcare shares owned by Compass Financial Management

Quarter-by-quarter ownership of iShares Dow Jones US Healthcare (IYH) shares owned by Compass Financial Management from 13F filings

Historical chart of Compass Financial Management investment in iShares Dow Jones US Healthcare

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Healthcare held by Compass Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Healthcare by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $744k 11k 68.14

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
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Technology SPDR (XLK)
Spdr S&p 500 Etf (SPY)
Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding iShares Dow Jones US Healthcare

UBS Group
Morgan Stanley
Bank of America Corporation
LPL Financial
Green Harvest Asset Management
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Goldman Sachs Group
Raymond James Financial
Kestra Advisory Services
Oakworth Capital
Advisor Group Holdings
Commonwealth Equity Services
Ameriprise Financial

View all funds holding iShares Dow Jones US Healthcare