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iShares Dow Jones U.S. Index Fund shares owned by Kelman-Lazarov

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Kelman-Lazarov from 13F filings

Historical chart of Kelman-Lazarov investment in iShares Dow Jones U.S. Index Fund

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All positions including iShares Dow Jones U.S. Index Fund held by Kelman-Lazarov consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones U.S. Index Fund by Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 8.9k 128.09
2023-12-31 $1.0M 8.9k 116.53
2023-09-30 $925k 8.9k 104.48
2023-06-30 $959k 8.9k 108.33
2023-03-31 $886k 8.9k 100.07
2022-12-31 $827k 8.9k 93.45
2022-09-30 $776k 8.9k 87.68
2022-06-30 $817k 8.9k 92.32
2022-03-31 $986k 8.9k 111.41
2021-12-31 $1.0M 8.9k 117.85
2021-09-30 $955k 8.9k 107.91
2021-06-30 $956k 8.9k 108.02
2021-03-31 $884k 8.9k 99.89
2020-12-31 $835k 8.9k 94.35
2020-09-30 $738k 4.4k 166.78
2020-06-30 $704k 4.6k 153.08
2020-03-31 $629k 5.0k 126.18
2019-12-31 $796k 5.0k 159.68
2019-09-30 $735k 5.0k 147.44
2019-06-30 $728k 5.0k 146.04
2019-03-31 $704k 5.0k 141.22
2018-12-31 $620k 5.0k 124.37
2018-09-30 $767k 5.3k 145.60
2018-06-30 $718k 5.3k 136.29
2018-03-31 $696k 5.3k 132.12
2017-12-31 $704k 5.3k 133.64
2017-09-30 $700k 5.6k 126.08
2017-06-30 $674k 5.6k 121.40
2017-03-31 $657k 5.6k 118.34
2016-12-31 $622k 5.6k 112.05
2016-09-30 $597k 5.6k 107.54
2016-06-30 $582k 5.6k 104.87
2016-03-31 $573k 5.6k 103.21

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Gnma Bond Etf (GNMA)

View all positions for Kelman-Lazarov

Top funds holding iShares Dow Jones U.S. Index Fund

Morgan Stanley
LPL Financial
Pnc Financial Services
Savant Capital Management
Bank of America Corporation
Commonwealth Equity Services
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Advisor Group Holdings
Raymond James Financial Services Advisors
Cetera Investment Advisers
Citadel Advisors
Wealth Enhancement Advisory Services
Envestnet Asset Management

View all funds holding iShares Dow Jones U.S. Index Fund