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iShares Dow Jones U.S. Index Fund shares owned by Wagner Bowman Management

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

Historical chart of Wagner Bowman 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 Wagner Bowman 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 Wagner Bowman Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $215k 1.5k 143.09
2024-09-30 $209k 1.5k 139.59

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Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Select Sector Spdr Tr Technology (XLK)
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Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Apple (AAPL)
Vanguard World Health Car Etf (VHT)

View all positions for Wagner Bowman Management

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

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
UBS Group
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