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iShares Dow Jones U.S. Index Fund shares owned by SP Asset Management

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

Historical chart of SP Asset Management 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 SP Asset Management 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 SP Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $310k 2.2k 139.58
2024-06-30 $293k 2.2k 132.31

More positions owned by SP Asset Management

Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
UnitedHealth (UNH)
Abbvie (ABBV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Ishares Tr Expanded Tech (IGV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Qualcomm (QCOM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Home Depot (HD)

View all positions for SP Asset Management

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