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iShares Dow Jones U.S. Index Fund shares owned by Fortitude Advisory Group

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Fortitude Advisory Group from 13F filings

Historical chart of Fortitude Advisory Group investment in iShares Dow Jones U.S. Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones U.S. Index Fund held by Fortitude Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones U.S. Index Fund by Fortitude Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $571k 4.5k 128.09
2023-12-31 $519k 4.5k 116.53
2023-09-30 $465k 4.5k 104.48
2023-06-30 $483k 4.5k 108.33
2023-03-31 $220k 2.2k 100.07
2022-12-31 $206k 2.2k 93.45
2022-06-30 $203k 2.2k 92.19
2022-03-31 $245k 2.2k 111.26
2021-12-31 $260k 2.2k 118.07