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iShares Dow Jones US Financial shares owned by Essex

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Essex from 13F filings

Historical chart of Essex investment in iShares Dow Jones US Financial

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All positions including iShares Dow Jones US Financial held by Essex consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial by Essex

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 13k 95.65
2023-12-31 $1.1M 13k 85.41
2023-09-30 $1.3M 18k 74.76
2023-06-30 $1.9M 26k 74.61
2023-03-31 $2.0M 27k 75.47
2022-12-31 $2.0M 27k 75.47
2022-09-30 $1.8M 27k 67.55
2022-06-30 $1.9M 27k 69.99
2022-03-31 $2.3M 28k 84.55
2021-12-31 $2.5M 28k 86.68
2021-09-30 $2.4M 29k 82.56

More positions owned by Essex

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Select Sector Spdr Tr Technology (XLK)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Goldman Sachs (GS)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Advanced Micro Devices (AMD)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Deere & Company (DE)

View all positions for Essex

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Phoenix Holdings
Morgan Stanley
Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Fil
LPL Financial
UBS Group
FMR
Green Harvest Asset Management
Wells Fargo & Company
Washington Trust Company
Royal Bank of Canada
Advisor Group Holdings

View all funds holding iShares Dow Jones US Financial