Kelman-Lazarov »

iShares Dow Jones U.S. Index Fund shares owned by Kelman-Lazarov

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

Historical chart of Kelman-Lazarov investment in iShares Dow Jones U.S. Index Fund

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All positions including iShares Dow Jones U.S. Index Fund held by Kelman-Lazarov 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 Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 8.9k 139.59
2024-06-30 $1.2M 8.9k 132.31
2024-03-31 $1.1M 8.9k 128.09
2023-12-31 $1.0M 8.9k 116.53
2023-09-30 $925k 8.9k 104.48
2023-06-30 $959k 8.9k 108.33
2023-03-31 $886k 8.9k 100.07
2022-12-31 $827k 8.9k 93.45
2022-09-30 $776k 8.9k 87.68
2022-06-30 $817k 8.9k 92.32
2022-03-31 $986k 8.9k 111.41
2021-12-31 $1.0M 8.9k 117.85
2021-09-30 $955k 8.9k 107.91
2021-06-30 $956k 8.9k 108.02
2021-03-31 $884k 8.9k 99.89
2020-12-31 $835k 8.9k 94.35
2020-09-30 $738k 4.4k 166.78
2020-06-30 $704k 4.6k 153.08
2020-03-31 $629k 5.0k 126.18
2019-12-31 $796k 5.0k 159.68
2019-09-30 $735k 5.0k 147.44
2019-06-30 $728k 5.0k 146.04
2019-03-31 $704k 5.0k 141.22
2018-12-31 $620k 5.0k 124.37
2018-09-30 $767k 5.3k 145.60
2018-06-30 $718k 5.3k 136.29
2018-03-31 $696k 5.3k 132.12
2017-12-31 $704k 5.3k 133.64
2017-09-30 $700k 5.6k 126.08
2017-06-30 $674k 5.6k 121.40
2017-03-31 $657k 5.6k 118.34
2016-12-31 $622k 5.6k 112.05
2016-09-30 $597k 5.6k 107.54
2016-06-30 $582k 5.6k 104.87
2016-03-31 $573k 5.6k 103.21

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Fundamental Us L (FNDX)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core S&p Scp Etf (IJR)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Fundamental Emer (FNDE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDC)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Mbs Etf (MBB)

View all positions for Kelman-Lazarov

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

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

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