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
Download as csvQuarterly 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 |
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