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iShares Dow Jones US Consumer Ser. shares owned by Sonata Capital

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

Historical chart of Sonata Capital 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 Sonata Capital 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 Sonata Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $634k 6.6k 96.12
2024-09-30 $580k 6.6k 87.93
2024-06-30 $617k 7.6k 81.23
2024-03-31 $623k 7.6k 82.02
2023-12-31 $576k 7.6k 75.83
2023-09-30 $609k 9.1k 66.95
2023-06-30 $690k 9.7k 71.16
2023-03-31 $653k 10k 64.68
2022-12-31 $581k 10k 56.98
2022-09-30 $593k 10k 58.16
2022-06-30 $590k 10k 56.75
2022-03-31 $780k 10k 75.03
2021-12-31 $890k 11k 83.99
2021-09-30 $819k 11k 77.29
2021-06-30 $916k 12k 77.65
2021-03-31 $890k 12k 74.82
2020-12-31 $867k 12k 70.51
2020-09-30 $719k 2.9k 250.17
2019-06-30 $276k 1.3k 217.49
2019-03-31 $354k 1.7k 204.03
2018-12-31 $318k 1.8k 180.68
2018-09-30 $330k 1.6k 211.54
2018-06-30 $302k 1.6k 193.59
2018-03-31 $284k 1.6k 182.05
2017-12-31 $357k 2.0k 179.40
2017-09-30 $400k 2.4k 163.93
2017-06-30 $400k 2.4k 163.93
2017-03-31 $393k 2.4k 161.07
2016-12-31 $369k 2.4k 151.23
2016-09-30 $388k 2.6k 146.97
2016-06-30 $379k 2.6k 143.56
2016-03-31 $414k 2.8k 145.77
2015-12-31 $411k 2.8k 144.72
2015-09-30 $391k 2.8k 137.68
2015-06-30 $406k 2.8k 142.96
2015-03-31 $410k 2.8k 144.37
2014-12-31 $391k 2.8k 137.68

More positions owned by Sonata Capital

Ishares Russell 1000 Growth Et Etf (IWF)
Ishares Russell Mid Cap Etf Etf (IWR)
Microsoft Corporation (MSFT)
Ishares Russell 1000 Value Etf Etf (IWD)
Apple (AAPL)
Ishares Russell 2000 Value Etf Etf (IWN)
Vanguard Total Stock Market Et Etf (VTI)
Amazon (AMZN)
Vanguard High Dividend Yield E Etf (VYM)
Ishares S&p 500 Growth Etf Etf (IVW)
Berkshire Hathaway (BRK.B)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Ibonds Dec 2027 Term E Etf (IBDS)
Ishares S&p Small Cap 600 Etf Etf (IJS)
Spdr S&p Midcap 400 Etf Iv Etf (MDY)

View all positions for Sonata Capital

Top funds holding iShares Dow Jones US Consumer Ser.

Fil
Morgan Stanley
Green Harvest Asset Management
Hsbc Holdings
Bank of America Corporation
UBS Group
Wells Fargo & Company
Mml Investors Services
Raymond James Financial
Royal Bank of Canada
Prospera Financial Services
SPC Financial
LPL Financial
Captrust Financial Advisors
Camarda Wealth Advisory

View all funds holding iShares Dow Jones US Consumer Ser.