Relative Value Partners »

iShares Dow Jones U.S. Index Fund shares owned by Relative Value Partners

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

Historical chart of Relative Value Partners 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 Relative Value Partners 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 Relative Value Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $246k 1.9k 132.31

More positions owned by Relative Value Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange Traded First Tr Enh New (FTSM)
Wisdomtree Tr Us Largecap Divd (DLN)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
JPMorgan Chase & Co. (JPM)
Uber Technologies (UBER)

View all positions for Relative Value Partners

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

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

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