Pensionmark Financial Group »

iShares Dow Jones U.S. Index Fund shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $441k 2.7k 162.48
2025-06-30 $415k 2.8k 150.86

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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