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iShares Dow Jones US Financial shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services 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 One Charles Private Wealth Services 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 One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $993k 9.6k 103.90
2024-03-31 $991k 10k 95.65
2023-12-31 $901k 11k 85.41
2022-06-30 $366k 5.3k 69.60