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H&H Retirement Design & Management »

iShares Dow Jones U.S. Index Fund shares owned by H&H Retirement Design & Management

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

Historical chart of H&H Retirement Design & 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 H&H Retirement Design & 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 H&H Retirement Design & Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$377k	2.3k	165.95
2025-06-30	$348k	2.3k	153.39

More positions owned by H&H Retirement Design & Management

Spdr Series Trust Bbg Conv Sec Etf (CWB)

Vanguard World Extended Dur (EDV)

Ishares Tr Tips Bd Etf (TIP)

Vanguard Bd Index Fds Long Term Bond (BLV)

Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)

Wisdomtree Tr Us Largecap Divd (DLN)

Select Sector Spdr Tr Indl (XLI)

Select Sector Spdr Tr Sbi Cons Stpls (XLP)

Wisdomtree Tr Us Smallcap Divd (DES)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Ishares Tr Ishs 5-10yr Invt (IGIB)

Select Sector Spdr Tr Technology (XLK)

Select Sector Spdr Tr Energy (XLE)

Select Sector Spdr Tr Sbi Materials (XLB)

Select Sector Spdr Tr Sbi Int-utils (XLU)

View all positions for H&H Retirement Design & 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

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