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iShares Dow Jones U.S. Index Fund shares owned by Watts Gwilliam & Co

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Watts Gwilliam & Co from 13F filings

Historical chart of Watts Gwilliam & Co investment in iShares Dow Jones U.S. Index Fund

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All positions including iShares Dow Jones U.S. Index Fund held by Watts Gwilliam & Co 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 Watts Gwilliam & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $497k 3.1k 162.46
2025-06-30 $493k 3.1k 161.40
2025-03-31 $426k 3.1k 136.09
2024-12-31 $460k 3.2k 143.83
2024-09-30 $417k 3.0k 139.34
2024-03-31 $266k 2.1k 127.80

More positions owned by Watts Gwilliam & Co

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Intel Corporation (INTC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Meta Platforms Cl A (META)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Pepsi (PEP)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Watts Gwilliam & Co

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