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iShares Dow Jones US Healthcare shares owned by WCG Wealth Advisors

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

Historical chart of WCG 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 WCG 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $950k 15k 64.98
2024-06-30 $900k 15k 61.25
2024-03-31 $804k 13k 61.87

More positions owned by WCG Wealth Advisors

Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers S&p (SNPE)
Pimco Etf Tr Multisector Bd (PYLD)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)

View all positions for WCG Wealth Advisors

Top funds holding iShares Dow Jones US Healthcare

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

View all funds holding iShares Dow Jones US Healthcare