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iShares Dow Jones US Financial Svc. shares owned by Horizon Family Wealth

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

Historical chart of Horizon Family Wealth 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 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 Financial Svc. by Horizon Family Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $273k 1.5k 179.16
2023-09-30 $237k 1.5k 154.65
2023-06-30 $405k 2.6k 157.99
2023-03-31 $225k 1.5k 151.01
2022-12-31 $229k 1.5k 157.48
2022-03-31 $228k 1.3k 180.52
2021-12-31 $208k 1.1k 192.77