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
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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
Download as csv Download as ExcelQuarterly 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 |
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