iShares Dow Jones US Consumer Ser. shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones US Consumer Ser. (IYC) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares Dow Jones US Consumer Ser.
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All positions including iShares Dow Jones US Consumer Ser. held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Dow Jones US Consumer Ser. by AE Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $6.3M | 78k | 81.27 |
2024-03-31 | $6.6M | 81k | 82.00 |
2023-12-31 | $7.3M | 97k | 75.20 |
2023-09-30 | $3.6M | 53k | 66.95 |
2023-06-30 | $2.0M | 28k | 71.17 |
2022-09-30 | $322k | 5.5k | 58.11 |
2021-12-31 | $4.9M | 59k | 84.00 |
2021-09-30 | $2.3M | 29k | 77.31 |
2021-06-30 | $2.7M | 35k | 77.61 |
2021-03-31 | $2.1M | 29k | 74.82 |
2020-12-31 | $2.1M | 30k | 70.50 |
2020-09-30 | $1.6M | 6.5k | 249.96 |
2020-06-30 | $1.4M | 6.4k | 219.02 |
2019-12-31 | $371k | 1.6k | 228.03 |
2019-09-30 | $462k | 2.1k | 217.62 |
2019-06-30 | $4.0M | 19k | 217.70 |
2018-12-31 | $228k | 1.3k | 180.52 |
2018-09-30 | $211k | 998 | 211.42 |
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