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iShares Dow Jones US Industrial shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.4M 12k 119.44
2024-03-31 $1.5M 12k 125.71

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)

View all positions for Waterloo Capital

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