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iShares Dow Jones US Financial shares owned by Independent Financial Group

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

Historical chart of Independent Financial 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 Independent Financial 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 Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $671k 5.7k 117.67
2025-09-30 $2.4M 19k 126.64
2025-06-30 $2.2M 19k 120.99
2025-03-31 $308k 2.7k 112.85
2024-12-31 $2.8M 25k 110.58
2024-09-30 $2.5M 24k 103.90
2024-06-30 $2.3M 24k 94.57
2024-03-31 $2.5M 26k 95.65
2023-12-31 $2.4M 28k 85.41
2023-09-30 $214k 2.9k 74.76
2023-06-30 $211k 2.8k 74.61
2021-12-31 $411k 4.7k 86.69