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iShares Dow Jones U.S. Index Fund shares owned by Clark Asset Management

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Clark Asset Management from 13F filings

Historical chart of Clark Asset Management 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 Clark Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones U.S. Index Fund by Clark Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $575k 3.5k 162.48

More positions owned by Clark Asset Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

View all positions for Clark Asset Management

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

Morgan Stanley
LPL Financial
Sharp Financial Services
Savant Capital Management
Pnc Financial Services
Wells Fargo & Company
Commonwealth Equity Services
Raymond James Financial
Royal Bank of Canada
UBS Group
Advisor Group Holdings
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Envestnet Asset Management
Steinberganna Wealth Management

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