iShares Dow Jones US Utilities shares owned by Independent Financial Group
Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in iShares Dow Jones US Utilities
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Quarterly reported holdings in iShares Dow Jones US Utilities by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $971k | 8.4k | 116.11 |
| 2025-09-30 | $2.3M | 21k | 110.90 |
| 2025-06-30 | $2.4M | 23k | 104.57 |
| 2025-03-31 | $2.3M | 23k | 101.42 |
| 2024-12-31 | $5.8M | 60k | 96.21 |
| 2024-09-30 | $6.0M | 59k | 102.02 |
| 2024-06-30 | $4.7M | 53k | 87.88 |
| 2024-03-31 | $2.2M | 26k | 84.52 |
| 2023-12-31 | $2.1M | 27k | 79.93 |
| 2023-09-30 | $2.2M | 29k | 73.58 |
| 2023-06-30 | $2.7M | 33k | 81.75 |
| 2023-03-31 | $2.9M | 34k | 83.71 |
| 2022-12-31 | $2.8M | 32k | 86.54 |
| 2022-09-30 | $2.6M | 32k | 81.13 |
| 2022-06-30 | $2.6M | 31k | 85.60 |
| 2022-03-31 | $2.1M | 23k | 91.00 |
| 2021-12-31 | $2.0M | 23k | 88.43 |
| 2021-09-30 | $1.8M | 23k | 78.94 |
| 2021-06-30 | $1.8M | 23k | 78.50 |
| 2021-03-31 | $2.2M | 28k | 79.56 |
| 2020-12-31 | $2.2M | 29k | 77.60 |
| 2020-09-30 | $2.1M | 14k | 146.02 |
| 2020-06-30 | $2.0M | 15k | 140.20 |
| 2020-03-31 | $2.2M | 16k | 138.09 |
More positions owned by Independent Financial Group
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