iShares Dow Jones US Financial shares owned by CX Institutional
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by CX Institutional
from 13F filings
Historical chart of CX Institutional investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by CX Institutional
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 19k | 126.66 |
| 2025-06-30 | $2.7M | 22k | 121.01 |
| 2025-03-31 | $5.3M | 47k | 112.86 |
| 2024-12-31 | $2.6M | 23k | 110.58 |
| 2024-09-30 | $2.4M | 23k | 103.90 |
| 2024-06-30 | $2.3M | 24k | 94.57 |
| 2024-03-31 | $2.4M | 25k | 95.65 |
| 2023-12-31 | $4.2M | 49k | 85.41 |
| 2023-09-30 | $3.9M | 52k | 74.76 |
| 2023-06-30 | $5.2M | 70k | 74.61 |
| 2023-03-31 | $3.7M | 52k | 71.18 |
| 2022-12-31 | $1.8M | 23k | 75.47 |
| 2022-09-30 | $4.6M | 68k | 67.54 |
| 2022-06-30 | $691k | 9.9k | 69.92 |
| 2022-03-31 | $334k | 3.9k | 84.64 |
| 2021-09-30 | $58k | 697 | 83.21 |
| 2021-06-30 | $91k | 1.1k | 80.82 |
| 2021-03-31 | $92k | 1.2k | 74.55 |
| 2020-12-31 | $835k | 13k | 66.80 |
| 2019-06-30 | $50k | 400 | 125.00 |
| 2018-12-31 | $433k | 4.1k | 106.39 |
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