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iShares Dow Jones U.S. Index Fund shares owned by SkyOak Wealt

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

Historical chart of SkyOak Wealt 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 SkyOak Wealt 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 SkyOak Wealt

Quarter filed Position value Share count Share price at filing
2025-09-30 $632k 3.9k 162.48
2025-06-30 $587k 3.9k 150.87
2025-03-31 $315k 2.3k 136.10
2024-12-31 $331k 2.3k 143.09

More positions owned by SkyOak Wealt

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Select Sector Spdr Tr Technology (XLK)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Ark Etf Tr Innovation Etf (ARKK)

View all positions for SkyOak Wealt

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