iShares Dow Jones US Financial shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Dow Jones US Financial by H D Vest Advisory Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $321k | 3.8k | 85.42 |
2023-09-30 | $253k | 3.4k | 74.75 |
2023-06-30 | $300k | 4.0k | 74.61 |
2023-03-31 | $264k | 3.7k | 71.13 |
2022-12-31 | $349k | 4.6k | 75.47 |
2022-09-30 | $332k | 4.9k | 67.48 |
2022-06-30 | $329k | 4.7k | 69.91 |
2022-03-31 | $534k | 6.3k | 84.84 |
2021-12-31 | $522k | 6.0k | 86.73 |
2021-09-30 | $666k | 8.1k | 82.65 |
2021-06-30 | $577k | 7.1k | 81.23 |
2021-03-31 | $476k | 6.4k | 74.89 |
2020-12-31 | $520k | 7.8k | 66.95 |
2020-09-30 | $1.3M | 11k | 113.60 |
2020-06-30 | $477k | 4.3k | 110.14 |
2020-03-31 | $445k | 4.6k | 97.44 |
2019-06-30 | $436k | 3.5k | 125.47 |
2019-03-31 | $450k | 3.8k | 118.02 |
2018-12-31 | $420k | 3.9k | 106.49 |
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