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iShares Dow Jones US Tele shares owned by Balboa Wealth Partners

Quarter-by-quarter ownership of iShares Dow Jones US Tele (IYZ) shares owned by Balboa Wealth Partners from 13F filings

Historical chart of Balboa Wealth Partners investment in iShares Dow Jones US Tele

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Tele held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Tele by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 90k 32.26
2025-06-30 $2.6M 89k 29.78
2024-12-31 $2.5M 92k 26.83

More positions owned by Balboa Wealth Partners

Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Advanced Micro Devices (AMD)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Applovin Corp Com Cl A (APP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Palantir Technologies Cl A (PLTR)

View all positions for Balboa Wealth Partners

Top funds holding iShares Dow Jones US Tele

Morgan Stanley
Pinkerton Retirement Specialists
Bnp Paribas Arbitrage, Snc
LPL Financial
Cambridge Investment Research Advisors
Millennium Management
Zurich Insurance Group Ltd/FI
Camarda Wealth Advisory
Raymond James Financial
CLS Investments
Moloney Securities Asset Management
Three Seasons Wealth
Goldman Sachs Group
Strengthening Families & Communities
Rps Advisory Solutions

View all funds holding iShares Dow Jones US Tele