iShares Dow Jones US Financial Svc. shares owned by AllSquare Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by AllSquare Wealth Management
from 13F filings
Historical chart of AllSquare Wealth Management investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by AllSquare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $144k | 802 | 179.21 |
| 2023-09-30 | $124k | 802 | 154.64 |
| 2023-06-30 | $121k | 802 | 150.42 |
| 2023-03-31 | $121k | 802 | 150.96 |
| 2022-12-31 | $126k | 802 | 157.52 |
| 2022-09-30 | $113k | 802 | 140.90 |
| 2022-06-30 | $119k | 802 | 148.38 |
| 2022-03-31 | $145k | 802 | 180.80 |
| 2021-12-31 | $155k | 802 | 193.27 |
| 2021-09-30 | $151k | 802 | 188.28 |
| 2021-06-30 | $149k | 802 | 185.79 |
| 2021-03-31 | $137k | 802 | 170.82 |
| 2020-12-31 | $120k | 802 | 149.63 |
| 2020-09-30 | $98k | 802 | 122.19 |
| 2020-06-30 | $96k | 802 | 119.70 |
| 2020-03-31 | $82k | 802 | 102.24 |
| 2019-12-31 | $122k | 802 | 152.12 |
| 2019-09-30 | $109k | 802 | 135.91 |
| 2019-06-30 | $107k | 802 | 133.42 |
| 2019-03-31 | $100k | 802 | 124.69 |
| 2018-12-31 | $90k | 802 | 112.22 |
| 2018-09-30 | $107k | 802 | 133.42 |
| 2018-06-30 | $93k | 721 | 128.99 |
| 2018-03-31 | $94k | 721 | 130.37 |
| 2017-12-31 | $94k | 721 | 130.37 |
| 2017-09-30 | $86k | 721 | 119.28 |
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