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iShares Dow Jones US Industrial shares owned by Calton & Associates

Quarter-by-quarter ownership of iShares Dow Jones US Industrial (IYJ) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in iShares Dow Jones US Industrial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Industrial held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Industrial by Calton & Associates

Quarter filed Position value Share count Share price at filing
2023-06-30 $253k 2.4k 106.04
2023-03-31 $241k 2.4k 100.17
2021-06-30 $956k 8.6k 111.12
2021-03-31 $418k 4.0k 105.66
2020-12-31 $780k 8.0k 97.11
2019-12-31 $297k 1.8k 167.89
2017-12-31 $4.0k 27 148.15

More positions owned by Calton & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Fidelity Covington Trust High Divid Etf (FDVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

Top funds holding iShares Dow Jones US Industrial

Wells Fargo & Company
Green Harvest Asset Management
LPL Financial
UBS Group
Mml Investors Services
Kozak & Associates
Ferguson Wellman Capital Management
Royal Bank of Canada
Raymond James Financial
Legacy Edge Advisors
Advisor Group Holdings
Ameriprise Financial
Prospera Financial Services
MinichMacGregor Wealth Management
Goldman Sachs Group

View all funds holding iShares Dow Jones US Industrial