iShares Dow Jones US Consumer Ser. shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of iShares Dow Jones US Consumer Ser. (IYC) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in iShares Dow Jones US Consumer Ser.
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Quarterly reported holdings in iShares Dow Jones US Consumer Ser. by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $296k | 2.8k | 104.79 |
| 2025-06-30 | $292k | 2.9k | 99.65 |
| 2025-03-31 | $258k | 2.9k | 88.31 |
| 2024-12-31 | $281k | 2.9k | 96.13 |
| 2024-09-30 | $257k | 2.9k | 87.93 |
| 2024-06-30 | $237k | 2.9k | 81.27 |
| 2024-03-31 | $239k | 2.9k | 81.98 |
| 2023-12-31 | $325k | 4.3k | 75.77 |
| 2023-09-30 | $286k | 4.3k | 66.94 |
| 2023-06-30 | $269k | 3.8k | 71.16 |
| 2023-03-31 | $244k | 3.8k | 64.70 |
| 2022-12-31 | $215k | 3.8k | 56.97 |
| 2022-09-30 | $219k | 3.8k | 58.12 |
| 2022-06-30 | $214k | 3.8k | 56.85 |
| 2022-03-31 | $282k | 3.8k | 74.98 |
| 2021-12-31 | $316k | 3.8k | 84.06 |
| 2021-09-30 | $291k | 3.8k | 77.43 |
| 2021-06-30 | $291k | 3.8k | 77.50 |
| 2021-03-31 | $281k | 3.8k | 74.87 |
| 2020-12-31 | $313k | 4.5k | 70.34 |
| 2020-09-30 | $242k | 971 | 249.23 |
| 2020-06-30 | $203k | 930 | 218.28 |
| 2019-12-31 | $211k | 927 | 227.62 |
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