iShares Dow Jones US Financial shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 22k | 126.64 |
| 2025-06-30 | $2.6M | 22k | 120.99 |
| 2024-12-31 | $2.5M | 23k | 110.58 |
| 2024-09-30 | $3.0M | 29k | 103.90 |
| 2024-06-30 | $2.8M | 30k | 94.57 |
| 2024-03-31 | $2.6M | 27k | 95.65 |
| 2023-12-31 | $1.3M | 16k | 85.41 |
| 2023-06-30 | $564k | 7.6k | 74.61 |
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