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iShares Dow Jones US Healthcare shares owned by Williams Financial

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

Historical chart of Williams Financial 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 Williams Financial 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 Williams Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $574k 2.0k 286.24
2023-09-30 $529k 2.0k 270.07
2023-06-30 $519k 1.9k 280.25
2023-03-31 $522k 1.9k 273.06
2022-12-31 $4.4M 16k 283.71
2022-09-30 $338k 1.3k 252.99

More positions owned by Williams Financial

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
CVS Caremark Corporation (CVS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
International Business Machines (IBM)
Toronto Dominion Bk Ont Com New (TD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
SYSCO Corporation (SYY)

View all positions for Williams Financial

Top funds holding iShares Dow Jones US Healthcare

LPL Financial
UBS Group
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Manufacturers Life Insurance Company
Royal Bank of Canada
Raymond James Financial
Green Harvest Asset Management
Goldman Sachs Group
Fil
Commonwealth Equity Services
Oakworth Capital
Advisor Group Holdings
California Capital Advisors
Kestra Advisory Services

View all funds holding iShares Dow Jones US Healthcare