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iShares Dow Jones US Healthcare shares owned by Ropes Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Healthcare (IYH) shares owned by Ropes Wealth Advisors from 13F filings

Historical chart of Ropes Wealth Advisors investment in iShares Dow Jones US Healthcare

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All positions including iShares Dow Jones US Healthcare held by Ropes Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Healthcare by Ropes Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $263k 975 270.20
2023-06-30 $273k 975 280.39
2023-03-31 $266k 975 273.19
2022-12-31 $277k 975 283.85
2022-09-30 $247k 975 253.33
2022-06-30 $262k 975 268.72
2022-03-31 $282k 975 289.23
2021-12-31 $293k 975 300.51
2021-09-30 $269k 975 275.90
2021-06-30 $266k 975 272.82
2021-03-31 $257k 975 263.59
2020-12-31 $240k 975 246.15
2020-09-30 $4.0k 17 235.29