iShares Dow Jones US Financial shares owned by Atlantic Edge Private Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Atlantic Edge Private Wealth Management
from 13F filings
Historical chart of Atlantic Edge Private Wealth Management investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by Atlantic Edge Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $105k | 825 | 126.64 |
| 2025-06-30 | $100k | 825 | 120.99 |
| 2025-03-31 | $93k | 825 | 112.85 |
| 2024-12-31 | $91k | 825 | 110.58 |
| 2024-09-30 | $86k | 825 | 103.90 |
| 2024-06-30 | $78k | 825 | 94.57 |
| 2024-03-31 | $79k | 825 | 95.65 |
| 2023-12-31 | $71k | 825 | 85.41 |
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