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iShares Dow Jones US Tele shares owned by Strategic Wealth Partners

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

Historical chart of Strategic 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 Strategic 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 Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $40k 1.3k 32.26
2025-06-30 $37k 1.3k 29.78

More positions owned by Strategic Wealth Partners

Swp Growth & Income Etf Etf (SWP)
Microsoft Corp Stock (MSFT)
Ishares Mbs Etf Etf (MBB)
Apple Stock (AAPL)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Ishares Msci Eafe Etf Etf (EFA)
Broadcom Stock (AVGO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Invesco International Dividend Achievers Etf Etf (PID)
Oracle Corp Stock (ORCL)
Nvidia Corporation Stock (NVDA)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
International Business Machs Stock (IBM)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Strategic Wealth Partners

Top funds holding iShares Dow Jones US Tele

Morgan Stanley
Pinkerton Retirement Specialists
Bnp Paribas Arbitrage, Snc
Sherman Porfolios
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

View all funds holding iShares Dow Jones US Tele