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iShares Dow Jones US Tele shares owned by Lifestyle Asset Management

Quarter-by-quarter ownership of iShares Dow Jones US Tele (IYZ) shares owned by Lifestyle Asset Management from 13F filings

Historical chart of Lifestyle Asset Management 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 Lifestyle Asset Management 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 Lifestyle Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 75k 32.26
2025-06-30 $999k 34k 29.78

More positions owned by Lifestyle Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg Intl (IBND)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Exxon Mobil Corporation (XOM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bloomberg Intl T (BWX)

View all positions for Lifestyle Asset Management

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