iShares Dow Jones US Financial Svc. shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Dow Jones US Financial Svc. by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $412k | 6.2k | 66.30 |
| 2023-12-31 | $432k | 2.4k | 179.21 |
| 2023-09-30 | $371k | 2.4k | 154.64 |
| 2023-06-30 | $366k | 2.3k | 157.99 |
| 2023-03-31 | $350k | 2.3k | 150.96 |
| 2022-12-31 | $305k | 1.9k | 157.52 |
| 2022-09-30 | $263k | 1.9k | 141.17 |
| 2022-06-30 | $245k | 1.7k | 147.77 |
| 2022-03-31 | $282k | 1.7k | 170.08 |
| 2021-12-31 | $320k | 1.7k | 193.00 |
| 2021-09-30 | $312k | 1.7k | 188.18 |
| 2021-06-30 | $307k | 1.7k | 185.16 |
| 2021-03-31 | $285k | 1.7k | 171.38 |
| 2020-12-31 | $249k | 1.7k | 149.73 |
| 2020-09-30 | $577k | 4.7k | 121.88 |
| 2020-06-30 | $627k | 5.3k | 119.41 |
| 2020-03-31 | $89k | 867 | 102.65 |
| 2015-12-31 | $6.1M | 68k | 89.98 |
More positions owned by TRUE Private Wealth Advisors
View all positions for TRUE Private Wealth Advisors
Top funds holding iShares Dow Jones US Financial Svc.
View all funds holding iShares Dow Jones US Financial Svc.