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iShares Dow Jones US Healthcare shares owned by WCG Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Healthcare (IYH) shares owned by WCG Wealth Advisors from 13F filings

Historical chart of WCG Wealth Advisors investment in iShares Dow Jones US Healthcare

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Healthcare held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Healthcare by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $804k 13k 61.87

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Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
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American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
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Ishares Tr 7-10 Yr Trsy Bd (IEF)
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Amazon (AMZN)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for WCG Wealth Advisors

Top funds holding iShares Dow Jones US Healthcare

Morgan Stanley
Bank of America Corporation
LPL Financial
UBS Group
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Royal Bank of Canada
Fil
Bellwether Advisors
Green Harvest Asset Management
Goldman Sachs Group
Advisor Group Holdings
Raymond James Financial Services Advisors
Raymond James & Associates
Commonwealth Equity Services

View all funds holding iShares Dow Jones US Healthcare