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iShares Dow Jones U.S. Index Fund shares owned by Rocky Mountain Advisers

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Rocky Mountain Advisers from 13F filings

Historical chart of Rocky Mountain Advisers 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 Rocky Mountain Advisers 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 Rocky Mountain Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $186k 1.5k 128.09
2023-12-31 $169k 1.5k 116.53
2023-09-30 $152k 1.5k 104.48
2023-06-30 $145k 1.5k 100.07
2023-03-31 $145k 1.5k 100.00
2022-12-31 $136k 1.5k 93.79
2022-09-30 $127k 1.5k 87.59
2022-06-30 $134k 1.5k 92.41
2022-03-31 $161k 1.5k 111.03
2021-12-31 $171k 1.5k 117.93
2021-09-30 $156k 1.5k 107.59
2021-06-30 $157k 1.5k 108.28
2021-03-31 $145k 1.5k 100.00
2020-12-31 $137k 1.5k 94.48
2020-09-30 $121k 725 166.90
2020-06-30 $111k 725 153.10
2020-03-31 $91k 725 125.52
2019-12-31 $116k 725 160.00
2019-09-30 $121k 820 147.56
2019-06-30 $120k 820 146.34
2019-03-31 $116k 820 141.46
2018-09-30 $119k 820 145.12
2018-06-30 $121k 885 136.72
2018-03-31 $117k 885 132.20
2017-12-31 $118k 885 133.33
2017-09-30 $118k 935 126.20
2017-06-30 $113k 935 120.86
2017-03-31 $111k 935 118.72
2016-12-31 $105k 935 112.30
2016-09-30 $138k 1.3k 108.66
2016-06-30 $133k 1.3k 104.72
2016-03-31 $130k 1.3k 102.36
2015-12-31 $130k 1.3k 102.36
2015-09-30 $123k 1.3k 96.85
2015-06-30 $132k 1.3k 103.94
2015-03-31 $133k 1.3k 104.72
2014-12-31 $132k 1.3k 103.94
2014-09-30 $126k 1.3k 99.21
2014-06-30 $126k 1.3k 99.21
2014-03-31 $120k 1.3k 94.49
2013-12-31 $30k 320 93.75

More positions owned by Rocky Mountain Advisers

Elevation Series Trust Srh Us Quality (SRHQ)
Elevation Series Trust Srh Reit Covered (SRHR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
JPMorgan Chase & Co. (JPM)
Cohen & Steers infrastucture Fund (UTF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Liberty Media Corp Del Com Lbty Srm S C (LSXMK)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Boulder Growth & Income Fund (STEW)
Microsoft Corporation (MSFT)
Vanguard Group Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Rocky Mountain Advisers

Top funds holding iShares Dow Jones U.S. Index Fund

Pnc Financial Services
Savant Capital Management
Bank of America Corporation
Commonwealth Equity Services
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Advisor Group Holdings
Bank Of Montreal
Goldman Sachs Group
Raymond James Financial Services Advisors
Creative Planning
Captrust Financial Advisors
Wealth Enhancement Advisory Services
Wedbush Morgan Securities

View all funds holding iShares Dow Jones U.S. Index Fund