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iShares Dow Jones US Industrial shares owned by Merkkuri Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Industrial (IYJ) shares owned by Merkkuri Wealth Advisors from 13F filings

Historical chart of Merkkuri Wealth Advisors 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 Merkkuri 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 Industrial by Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 13k 133.68
2024-06-30 $1.3M 11k 119.45

More positions owned by Merkkuri Wealth Advisors

Schwab Us Dividend Equity Etf Equities (SCHD)
Spdr Portfolio S&p 500 Etf Equities (SPLG)
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Equities (SPY)
Ishares Trust Core Msci Eafe Etf Equities (IEFA)
Invesco Qqq Tr Unit Ser 1 Equities (QQQ)
Fidelity Total Bond Etf Equities (FBND)
Ishares Core S&p Us Growth Etf Equities (IUSG)
Ishares Core S&p 500 Etf Equities (IVV)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Equities (RSP)
J P Morgan Exchange Traded Fd Equity Premium Equities (JEPI)
Nvidia Corporation Equities (NVDA)
Ishares Core Us Aggregate Bond Etf Equities (AGG)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Ishares Tr Core Total Usd Equities (IUSB)
Ishares Core Msci Emerging Markets Etf Equities (IEMG)

View all positions for Merkkuri Wealth Advisors

Top funds holding iShares Dow Jones US Industrial

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
Green Harvest Asset Management
Mml Investors Services
Prospera Financial Services
Raymond James Financial Services Advisors
Pinkerton Retirement Specialists
MinichMacGregor Wealth Management
Ferguson Wellman Capital Management
Moloney Securities Asset Management
Stifel Financial
Goldman Sachs Group

View all funds holding iShares Dow Jones US Industrial