Chas. P. Smith & Associates, PA, CPA's »

iShares Dow Jones U.S. Index Fund shares owned by Chas. P. Smith & Associates, PA, CPA's

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Chas. P. Smith & Associates, PA, CPA's from 13F filings

Historical chart of Chas. P. Smith & Associates, PA, CPA's investment in iShares Dow Jones U.S. Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones U.S. Index Fund held by Chas. P. Smith & Associates, PA, CPA's consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones U.S. Index Fund by Chas. P. Smith & Associates, PA, CPA's

Quarter filed Position value Share count Share price at filing
2026-03-31 $285k 1.8k 158.45

More positions owned by Chas. P. Smith & Associates, PA, CPA's

Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Home Depot (HD)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p500 Etf (IVV)
Lockheed Martin Corporation (LMT)
McDonald's Corporation (MCD)
Chubb (CB)
Visa Com Cl A (V)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)

View all positions for Chas. P. Smith & Associates, PA, CPA's

Top funds holding iShares Dow Jones U.S. Index Fund

Morgan Stanley
LPL Financial
Bank of America Corporation
Savant Capital Management
Pnc Financial Services
Wells Fargo & Company
Kestra Advisory Services
Commonwealth Equity Services
Raymond James Financial
Apella Capital
Royal Bank of Canada
Sentinus
Advisor Group Holdings
Cetera Investment Advisers
UBS Group

View all funds holding iShares Dow Jones U.S. Index Fund