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iShares Dow Jones US Consumer Ser. shares owned by Horizon Family Wealth

Quarter-by-quarter ownership of iShares Dow Jones US Consumer Ser. (IYC) shares owned by Horizon Family Wealth from 13F filings

Historical chart of Horizon Family Wealth investment in iShares Dow Jones US Consumer Ser.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Consumer Ser. held by Horizon Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Consumer Ser. by Horizon Family Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $537k 6.6k 81.97
2023-12-31 $396k 5.2k 75.78
2023-09-30 $353k 5.3k 66.95
2023-06-30 $371k 5.2k 71.17

More positions owned by Horizon Family Wealth

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Goldman Sachs Etf Tr Small Cap Core E (GSC)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Ishares Tr National Mun Etf (MUB)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Horizon Family Wealth

Top funds holding iShares Dow Jones US Consumer Ser.

Morgan Stanley
Bank of America Corporation
UBS Group
Green Harvest Asset Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Royal Bank of Canada
Captrust Financial Advisors
LPL Financial
Commonwealth Equity Services
Pinkerton Retirement Specialists
AE Wealth Management
Townsquare Capital
Norden Group
Advisor Group Holdings

View all funds holding iShares Dow Jones US Consumer Ser.