iShares Dow Jones US Consumer Ser. shares owned by Whitener Capital Management
Quarter-by-quarter ownership of iShares Dow Jones US Consumer Ser. (IYC) shares owned by Whitener Capital Management
from 13F filings
Historical chart of Whitener Capital Management investment in iShares Dow Jones US Consumer Ser.
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Quarterly reported holdings in iShares Dow Jones US Consumer Ser. by Whitener Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 12k | 87.94 |
| 2024-06-30 | $985k | 12k | 81.28 |
| 2024-03-31 | $1.0M | 12k | 81.97 |
| 2023-12-31 | $920k | 12k | 75.77 |
| 2023-09-30 | $768k | 12k | 66.95 |
| 2023-06-30 | $814k | 11k | 71.17 |
| 2023-03-31 | $758k | 12k | 64.69 |
| 2022-12-31 | $736k | 13k | 56.96 |
| 2022-09-30 | $757k | 13k | 58.14 |
| 2022-06-30 | $738k | 13k | 56.68 |
| 2022-03-31 | $980k | 13k | 74.98 |
| 2021-12-31 | $1.1M | 13k | 83.99 |
| 2021-09-30 | $992k | 14k | 70.45 |
| 2021-06-30 | $1.1M | 14k | 77.58 |
| 2021-03-31 | $1.1M | 14k | 74.79 |
| 2020-12-31 | $992k | 14k | 70.45 |
| 2020-09-30 | $880k | 3.5k | 250.00 |
| 2020-06-30 | $770k | 3.5k | 218.75 |
| 2020-03-31 | $623k | 3.5k | 176.99 |
| 2019-12-31 | $888k | 3.9k | 227.98 |
| 2019-09-30 | $944k | 4.3k | 217.26 |
| 2019-06-30 | $945k | 4.3k | 217.49 |
| 2019-03-31 | $908k | 4.4k | 204.27 |
| 2018-12-31 | $804k | 4.4k | 180.88 |
| 2018-09-30 | $941k | 4.4k | 211.70 |
| 2018-06-30 | $863k | 4.5k | 193.71 |
| 2018-03-31 | $812k | 4.5k | 182.27 |
| 2017-12-31 | $565k | 3.2k | 179.08 |
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