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iShares Dow Jones US Financial shares owned by Intercontinental Wealth Advisors

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

Historical chart of Intercontinental Wealth Advisors 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 Intercontinental Wealth Advisors 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 Intercontinental Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $269k 3.6k 74.61
2023-03-31 $256k 3.6k 71.14
2022-12-31 $272k 3.6k 75.47
2022-09-30 $253k 3.7k 67.65
2022-06-30 $262k 3.7k 70.05
2022-03-31 $316k 3.7k 84.49
2021-12-31 $324k 3.7k 86.63
2021-09-30 $309k 3.7k 82.62
2021-06-30 $303k 3.7k 81.02
2021-03-31 $280k 3.7k 74.87
2020-12-31 $250k 3.7k 66.84
2020-09-30 $241k 1.9k 128.88
2020-06-30 $206k 1.9k 110.16
2020-03-31 $221k 1.9k 118.18
2019-09-30 $241k 1.9k 128.88
2019-06-30 $235k 1.9k 125.67
2019-03-31 $221k 1.9k 118.18
2018-12-31 $199k 1.9k 106.42
2018-09-30 $227k 1.9k 121.39
2018-06-30 $219k 1.9k 117.11
2018-03-31 $220k 1.9k 117.65
2017-12-31 $223k 1.9k 119.25
2017-09-30 $210k 1.9k 112.30
2017-06-30 $201k 1.9k 107.49