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iShares Dow Jones US Industrial shares owned by Summit X

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

Historical chart of Summit X 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 Summit X 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 Summit X

Quarter filed Position value Share count Share price at filing
2024-09-30 $271k 2.3k 119.46
2024-06-30 $287k 2.4k 119.60
2024-03-31 $309k 2.5k 125.73
2023-12-31 $303k 2.7k 112.71
2023-09-30 $271k 2.7k 100.89
2023-06-30 $294k 2.8k 106.04
2023-03-31 $549k 5.5k 100.16

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Eafe Grwth Etf (EFG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Microsoft Corporation (MSFT)
O'reilly Automotive (ORLY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Summit X

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
Advisor Group Holdings
Ferguson Wellman Capital Management
MinichMacGregor Wealth Management
Stifel Financial
Goldman Sachs Group
Janney Montgomery Scott

View all funds holding iShares Dow Jones US Industrial