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iShares Dow Jones US Financial Svc. shares owned by Litman Gregory Asset Management

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

Historical chart of Litman Gregory Asset Management 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 Litman Gregory Asset Management 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 Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $859k 4.8k 179.21
2023-09-30 $742k 4.8k 154.64
2023-06-30 $758k 4.8k 157.99
2022-12-31 $755k 4.8k 157.52
2022-09-30 $677k 4.8k 141.19
2022-06-30 $711k 4.8k 148.28
2021-12-31 $926k 4.8k 193.12
2021-09-30 $902k 4.8k 188.11
2021-06-30 $888k 888 1000.00
2021-03-31 $821k 4.8k 171.22
2020-12-31 $719k 4.8k 149.95
2020-09-30 $585k 4.8k 122.00
2020-06-30 $573k 4.8k 119.50
2020-03-31 $492k 4.8k 102.61