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iShares Dow Jones US Financial shares owned by Chesapeake Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Chesapeake Wealth Management from 13F filings

Historical chart of Chesapeake Wealth Management investment in iShares Dow Jones US Financial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial held by Chesapeake Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial by Chesapeake Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 12k 103.90
2024-06-30 $1.1M 12k 94.57
2024-03-31 $1.1M 12k 95.65
2023-12-31 $1.0M 12k 85.41
2023-09-30 $902k 12k 74.76
2023-06-30 $881k 12k 74.61
2023-03-31 $839k 12k 71.14
2022-12-31 $907k 12k 75.47
2022-09-30 $810k 12k 67.56
2022-06-30 $857k 12k 69.95
2022-03-31 $1.0M 12k 84.54
2021-12-31 $1.1M 12k 86.73
2021-09-30 $1.1M 13k 82.54
2021-06-30 $1.2M 15k 81.05
2021-03-31 $1.3M 17k 74.90
2020-12-31 $1.2M 18k 66.79
2020-09-30 $1.1M 9.5k 113.48
2020-06-30 $1.1M 9.9k 110.11
2020-03-31 $1.0M 10k 97.28
2019-12-31 $1.5M 11k 137.75
2019-09-30 $1.4M 11k 128.71
2019-06-30 $1.4M 11k 125.58
2019-03-31 $1.4M 12k 118.16
2018-12-31 $1.2M 12k 106.35
2018-09-30 $1.5M 12k 121.50
2018-06-30 $1.4M 12k 117.19
2018-03-31 $1.5M 12k 117.84