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iShares Dow Jones US Financial shares owned by High Net Worth Advisory Group

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by High Net Worth Advisory Group from 13F filings

Historical chart of High Net Worth Advisory Group 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 High Net Worth Advisory Group 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 High Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $260k 2.5k 103.90
2024-06-30 $236k 2.5k 94.57
2024-03-31 $239k 2.5k 95.65
2023-12-31 $214k 2.5k 85.41
2022-12-31 $189k 2.5k 75.47
2022-09-30 $101k 1.5k 67.33
2022-06-30 $105k 1.5k 70.00
2022-03-31 $127k 1.5k 84.67
2021-12-31 $130k 1.5k 86.67