iShares Dow Jones US Financial Svc. shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.1M | 62k | 66.30 |
| 2023-12-31 | $3.9M | 22k | 179.21 |
| 2023-09-30 | $4.4M | 28k | 154.64 |
| 2023-06-30 | $4.3M | 27k | 157.99 |
| 2023-03-31 | $3.9M | 26k | 150.96 |
| 2022-12-31 | $3.4M | 22k | 157.53 |
| 2022-09-30 | $3.2M | 22k | 141.26 |
| 2022-06-30 | $3.1M | 21k | 148.23 |
| 2022-03-31 | $54k | 3.8M | 0.01 |
| 2021-12-31 | $3.7M | 19k | 193.10 |
| 2021-06-30 | $3.4M | 18k | 185.23 |
| 2021-03-31 | $3.3M | 19k | 171.26 |
| 2020-12-31 | $2.8M | 19k | 150.03 |
| 2020-06-30 | $2.2M | 18k | 119.42 |
| 2019-12-31 | $2.5M | 17k | 151.81 |
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