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iShares Dow Jones U.S. Index Fund shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in iShares Dow Jones U.S. Index Fund

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All positions including iShares Dow Jones U.S. Index Fund held by J.w. Cole Advisors 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 J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $590k 4.6k 128.10
2023-12-31 $537k 4.6k 116.53
2023-09-30 $578k 5.5k 104.47
2023-06-30 $582k 5.4k 108.32
2023-03-31 $538k 5.4k 100.08
2022-12-31 $502k 5.4k 93.46
2022-09-30 $471k 5.4k 87.69
2022-06-30 $524k 5.7k 92.43
2022-03-31 $58k 885k 0.07
2021-12-31 $1.2M 10k 117.82
2021-06-30 $954k 8.8k 107.94