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iShares Dow Jones US Insurance Index ETF shares owned by Stonebridge Financial Planning Group

Quarter-by-quarter ownership of iShares Dow Jones US Insurance Index ETF (IAK) shares owned by Stonebridge Financial Planning Group from 13F filings

Historical chart of Stonebridge Financial Planning Group 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 Stonebridge Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Insurance Index ETF by Stonebridge Financial Planning Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 17k 100.13
2023-09-30 $2.3M 26k 91.65
2023-06-30 $2.5M 29k 87.89
2023-03-31 $2.8M 33k 85.62
2022-12-31 $1.2M 13k 91.40
2022-09-30 $257k 3.3k 79.08