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iShares Dow Jones US Financial shares owned by Kovitz Investment Group Partners

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

Historical chart of Kovitz Investment Group Partners 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 Kovitz Investment Group Partners 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 26k 126.64
2025-06-30 $3.1M 25k 120.99
2025-03-31 $212k 1.9k 112.85
2024-12-31 $215k 1.9k 110.58
2024-09-30 $204k 2.0k 103.97