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iShares Dow Jones US Basic Mater. shares owned by A. Montag and Associates

Quarter-by-quarter ownership of iShares Dow Jones US Basic Mater. (IYM) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in iShares Dow Jones US Basic Mater.

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All positions including iShares Dow Jones US Basic Mater. held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Basic Mater. by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $148k 1.0k 147.73
2023-12-31 $138k 1.0k 138.16
2023-09-30 $127k 1.0k 127.05
2023-06-30 $133k 1.0k 133.05
2023-03-31 $133k 1.0k 132.53
2022-12-31 $125k 1.0k 124.77
2022-09-30 $108k 1.0k 108.00

More positions owned by A. Montag and Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Coca-Cola Company (KO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Home Depot (HD)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Merck & Co (MRK)

View all positions for A. Montag and Associates

Top funds holding iShares Dow Jones US Basic Mater.

Green Harvest Asset Management
Morgan Stanley
UBS Group
Bank of America Corporation
Wells Fargo & Company
Commerce Bank N A
Royal Bank of Canada
LPL Financial
Northwestern Mutual Wealth Management Company
Citadel Advisors
Goldman Sachs Group
Commonwealth Equity Services
Sachetta
Bank of Nova Scotia
Ameriprise Financial

View all funds holding iShares Dow Jones US Basic Mater.