iShares Dow Jones US Financial shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 11k | 95.65 |
| 2023-12-31 | $949k | 11k | 85.41 |
| 2023-09-30 | $822k | 11k | 74.76 |
| 2023-06-30 | $821k | 11k | 74.61 |
| 2023-03-31 | $780k | 11k | 71.14 |
| 2022-12-31 | $823k | 11k | 75.47 |
| 2022-09-30 | $729k | 11k | 67.56 |
| 2022-06-30 | $755k | 11k | 69.97 |
| 2022-03-31 | $908k | 11k | 84.50 |
| 2021-12-31 | $928k | 11k | 86.70 |
| 2021-09-30 | $877k | 11k | 82.56 |
| 2021-06-30 | $861k | 11k | 81.06 |
| 2021-03-31 | $790k | 11k | 74.82 |
| 2020-12-31 | $556k | 8.3k | 66.76 |
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