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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
2025-09-30 $1.4M 8.9k 162.47
2025-06-30 $1.3M 8.9k 150.87
2025-03-31 $1.2M 8.9k 136.09
2024-12-31 $1.3M 8.9k 143.09
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)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Series Trust Portfolio S&p500 (SPLG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Scp Etf (IJR)
Pimco Etf Tr Active Bd Etf (BOND)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Fundamental Intl (FNDC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Kelman-Lazarov

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