Cottonwood Capital Advisors »

iShares Dow Jones US Insurance Index ETF shares owned by Cottonwood Capital Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Insurance Index ETF (IAK) shares owned by Cottonwood Capital Advisors from 13F filings

Historical chart of Cottonwood Capital Advisors 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 Cottonwood Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Insurance Index ETF by Cottonwood Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 26k 134.03
2025-06-30 $3.2M 24k 134.46
2025-03-31 $3.2M 23k 137.81
2024-12-31 $2.6M 21k 126.47
2024-09-30 $2.4M 19k 129.05
2024-06-30 $1.3M 12k 112.60
2024-03-31 $1.2M 11k 110.31
2023-12-31 $859k 8.6k 100.13
2023-09-30 $659k 7.2k 91.65
2023-06-30 $426k 4.8k 87.89
2023-03-31 $327k 3.8k 85.62
2022-12-31 $288k 3.2k 91.39