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iShares Dow Jones US Consumer Ser. shares owned by Ibex Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Consumer Ser. (IYC) shares owned by Ibex Wealth Advisors from 13F filings

Historical chart of Ibex Wealth Advisors investment in iShares Dow Jones US Consumer Ser.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Consumer Ser. held by Ibex Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Consumer Ser. by Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $937k 8.9k 104.80
2025-06-30 $892k 9.0k 99.63
2025-03-31 $929k 11k 88.33
2024-12-31 $2.3M 24k 96.14
2022-12-31 $477k 8.4k 57.01
2022-09-30 $475k 8.2k 58.25
2022-06-30 $456k 8.0k 56.72
2022-03-31 $657k 8.8k 75.07
2021-12-31 $711k 8.5k 83.94
2021-09-30 $608k 7.9k 77.29
2021-06-30 $554k 7.1k 77.65
2019-06-30 $1.1M 5.1k 217.57
2016-12-31 $3.0k 20 150.00