iShares Dow Jones US Financial shares owned by Adell, Harriman, & Carpenter
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Adell, Harriman, & Carpenter
from 13F filings
Historical chart of Adell, Harriman, & Carpenter investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by Adell, Harriman, & Carpenter
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $431k | 3.4k | 126.64 |
| 2025-06-30 | $454k | 3.8k | 120.99 |
| 2025-03-31 | $423k | 3.8k | 112.85 |
| 2024-12-31 | $592k | 5.4k | 110.58 |
| 2024-09-30 | $567k | 5.5k | 103.90 |
| 2024-06-30 | $516k | 5.5k | 94.57 |
| 2024-03-31 | $522k | 5.5k | 95.65 |
| 2023-12-31 | $474k | 5.6k | 85.41 |
| 2023-09-30 | $422k | 5.6k | 74.76 |
| 2023-06-30 | $424k | 5.6k | 75.14 |
| 2023-03-31 | $402k | 5.6k | 71.14 |
| 2022-12-31 | $426k | 5.6k | 75.47 |
| 2022-09-30 | $388k | 5.7k | 67.55 |
| 2022-06-30 | $402k | 5.7k | 69.98 |
| 2022-03-31 | $520k | 6.1k | 84.53 |
| 2021-12-31 | $557k | 6.4k | 86.69 |
| 2021-09-30 | $531k | 6.4k | 82.55 |
| 2021-06-30 | $529k | 6.5k | 81.05 |
| 2021-03-31 | $503k | 6.7k | 74.87 |
| 2020-12-31 | $471k | 7.1k | 66.77 |
| 2020-09-30 | $510k | 4.5k | 113.48 |
| 2020-06-30 | $514k | 4.7k | 110.14 |
| 2020-03-31 | $473k | 4.9k | 97.28 |
| 2019-12-31 | $687k | 5.0k | 137.78 |
| 2019-09-30 | $642k | 5.0k | 128.73 |
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