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
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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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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 |
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