iShares Dow Jones US Financial shares owned by CoreCap Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by CoreCap Advisors
from 13F filings
Historical chart of CoreCap Advisors investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by CoreCap Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 36k | 126.64 |
| 2025-06-30 | $398k | 3.3k | 120.99 |
| 2025-03-31 | $297k | 2.6k | 112.85 |
| 2024-12-31 | $4.2M | 38k | 110.58 |
| 2024-09-30 | $3.4M | 33k | 103.90 |
| 2024-03-31 | $279k | 2.9k | 95.65 |
| 2023-12-31 | $333k | 3.9k | 85.41 |
| 2023-09-30 | $475k | 6.4k | 74.76 |
| 2022-12-31 | $1.7M | 23k | 75.47 |
| 2022-06-30 | $286k | 4.1k | 70.03 |
| 2022-03-31 | $432k | 5.1k | 84.61 |
| 2021-12-31 | $1.8M | 21k | 86.71 |
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