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iShares Dow Jones US Healthcare shares owned by Kellett Schaffner Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Healthcare (IYH) shares owned by Kellett Schaffner Wealth Advisors from 13F filings

Historical chart of Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $623k 10k 61.90
2023-12-31 $558k 1.9k 286.24
2023-09-30 $210k 779 270.07

More positions owned by Kellett Schaffner Wealth Advisors

Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr Technology (XLK)
Procter & Gamble Company (PG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Us Consum Discre (IYC)
Vanguard World Industrial Etf (VIS)
Vanguard World Comm Srvc Etf (VOX)
Vanguard World Consum Stp Etf (VDC)
Microsoft Corporation (MSFT)
Apple (AAPL)
Select Sector Spdr Tr Energy (XLE)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding iShares Dow Jones US Healthcare

Raymond James Financial Services Advisors
Raymond James & Associates
Oakworth Capital
Bank of America Corporation
UBS Group
Wells Fargo & Company
Goldman Sachs Group
Royal Fund Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Granite Bay Wealth Management
Bellwether Advisors
Wealth Enhancement Advisory Services
Stillwater Capital Advisors
Advisor Group Holdings

View all funds holding iShares Dow Jones US Healthcare