iShares Dow Jones US Financial shares owned by Bellevue Asset Management
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Bellevue Asset Management
from 13F filings
Historical chart of Bellevue Asset Management investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by Bellevue Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $309k | 3.0k | 103.93 |
| 2024-06-30 | $281k | 3.0k | 94.58 |
| 2024-03-31 | $285k | 3.0k | 95.65 |
| 2023-12-31 | $299k | 3.5k | 85.41 |
| 2023-09-30 | $289k | 3.9k | 74.76 |
| 2023-06-30 | $289k | 3.9k | 74.61 |
| 2023-03-31 | $275k | 3.9k | 71.14 |
| 2022-12-31 | $290k | 3.9k | 74.93 |
| 2022-09-30 | $267k | 3.9k | 68.99 |
| 2022-06-30 | $272k | 3.9k | 70.28 |
| 2022-03-31 | $331k | 3.9k | 85.53 |
| 2021-12-31 | $428k | 4.9k | 86.60 |
| 2021-09-30 | $411k | 4.9k | 83.16 |
| 2021-06-30 | $421k | 5.2k | 80.99 |
| 2021-03-31 | $798k | 11k | 75.03 |
| 2020-12-31 | $727k | 11k | 67.27 |
| 2020-09-30 | $756k | 6.7k | 113.51 |
| 2020-06-30 | $809k | 7.3k | 110.08 |
| 2020-03-31 | $799k | 7.6k | 104.64 |
| 2019-12-31 | $1.1M | 7.9k | 137.78 |
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