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iShares Dow Jones US Financial Svc. shares owned by CWM

Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by CWM from 13F filings

Historical chart of CWM investment in iShares Dow Jones US Financial Svc.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial Svc. held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $987k 15k 66.32
2023-12-31 $853k 4.8k 179.16
2023-09-30 $736k 4.8k 154.59
2023-06-30 $792k 5.0k 157.93
2023-03-31 $757k 5.0k 150.95
2022-12-31 $873k 5.5k 157.58
2022-09-30 $802k 5.7k 141.20
2022-06-30 $1.6M 11k 148.20
2022-03-31 $786k 4.4k 180.32
2021-12-31 $842k 4.4k 193.16
2021-06-30 $755k 4.1k 185.23
2021-03-31 $755k 4.1k 185.23
2020-12-31 $755k 4.1k 185.23
2020-09-30 $755k 4.1k 185.23
2020-06-30 $755k 4.1k 185.23
2020-03-31 $755k 4.1k 185.23
2019-12-31 $794k 5.2k 151.85
2019-09-30 $713k 5.2k 136.35
2019-06-30 $720k 5.4k 133.85
2019-03-31 $640k 5.1k 124.88
2018-12-31 $500k 4.5k 112.36
2018-03-31 $16k 120 133.33
2017-12-31 $16k 120 133.33
2017-09-30 $14k 120 116.67
2017-06-30 $27k 234 115.38
2017-03-31 $32k 290 110.34
2016-12-31 $17k 156 108.97
2015-09-30 $3.0k 32 93.75