iShares Dow Jones US Financial shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $283k | 2.7k | 103.90 |
| 2024-06-30 | $358k | 3.8k | 94.57 |
| 2024-03-31 | $802k | 8.4k | 95.65 |
| 2023-12-31 | $674k | 7.9k | 85.41 |
| 2023-09-30 | $293k | 3.9k | 74.76 |
| 2022-03-31 | $11M | 135k | 84.53 |
| 2021-12-31 | $11M | 122k | 86.69 |
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