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iShares Dow Jones US Financial shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in iShares Dow Jones US Financial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial held by Envestnet Asset Management 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.4M 77k 95.65
2023-09-30 $4.6M 62k 74.76
2023-06-30 $5.0M 67k 74.61
2023-03-31 $5.7M 81k 71.14
2022-12-31 $11M 143k 75.47
2022-09-30 $13M 197k 67.55
2022-06-30 $16M 224k 69.98
2022-03-31 $21M 244k 84.53
2021-12-31 $19M 214k 86.69
2021-09-30 $16M 192k 82.55
2021-06-30 $15M 184k 81.05
2021-03-31 $12M 165k 74.87
2020-12-31 $10M 150k 66.77
2020-09-30 $8.2M 72k 113.48
2020-06-30 $8.3M 76k 110.14
2020-03-31 $6.8M 70k 97.29
2019-12-31 $11M 81k 137.78
2019-09-30 $10M 79k 128.72
2019-06-30 $11M 86k 125.61
2019-03-31 $11M 89k 118.14
2018-12-31 $9.5M 89k 106.37
2018-09-30 $13M 108k 121.47
2018-06-30 $23M 193k 117.19
2018-03-31 $9.7M 83k 117.07
2017-12-31 $22M 182k 119.43
2017-09-30 $28M 247k 112.13
2017-06-30 $26M 242k 107.51
2017-03-31 $22M 213k 104.05
2016-12-31 $28M 279k 101.47
2016-09-30 $55M 605k 90.00
2016-06-30 $28M 322k 85.94
2016-03-31 $6.7M 80k 84.61
2015-12-31 $55M 626k 88.38
2015-09-30 $35M 419k 84.11
2015-06-30 $49M 544k 89.74
2015-03-31 $36M 408k 89.05
2014-12-31 $41M 456k 90.20
2014-09-30 $30M 361k 83.72
2014-06-30 $3.8M 45k 83.15
2014-03-31 $9.4M 115k 81.76
2013-12-31 $5.4M 67k 80.15
2013-09-30 $24M 328k 73.28
2013-06-30 $4.7M 66k 71.53

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Envestnet Asset Management

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