iShares Dow Jones US Insurance Index ETF shares owned by A. Montag and Associates
Quarter-by-quarter ownership of iShares Dow Jones US Insurance Index ETF (IAK) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in iShares Dow Jones US Insurance Index ETF
Tip: Access up to 7 years of quarterly data
All positions including iShares Dow Jones US Insurance Index ETF held by A. Montag and Associates 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 Insurance Index ETF by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $44k | 444 | 100.10 |
| 2023-09-30 | $41k | 440 | 92.07 |
| 2023-06-30 | $39k | 440 | 87.82 |
| 2023-03-31 | $38k | 438 | 85.70 |
| 2022-12-31 | $40k | 437 | 91.39 |
| 2022-09-30 | $34k | 435 | 78.16 |
| 2022-06-30 | $36k | 432 | 83.33 |
| 2022-03-31 | $39k | 431 | 90.49 |
| 2021-12-31 | $36k | 429 | 83.92 |
| 2021-09-30 | $33k | 426 | 77.46 |
| 2021-06-30 | $33k | 424 | 77.83 |
| 2021-03-31 | $31k | 422 | 73.46 |
| 2020-12-31 | $28k | 419 | 66.83 |
More positions owned by A. Montag and Associates
Home Depot (HD)
View all positions for A. Montag and Associates
Top funds holding iShares Dow Jones US Insurance Index ETF
View all funds holding iShares Dow Jones US Insurance Index ETF