iShares Dow Jones US Financial shares owned by Private Advisor
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 34k | 126.64 |
| 2025-06-30 | $5.7M | 47k | 120.99 |
| 2025-03-31 | $4.7M | 42k | 112.85 |
| 2024-12-31 | $3.2M | 29k | 110.58 |
| 2024-09-30 | $3.9M | 37k | 103.90 |
| 2024-06-30 | $2.1M | 22k | 94.57 |
| 2024-03-31 | $3.5M | 37k | 95.65 |
| 2023-12-31 | $3.3M | 39k | 85.41 |
| 2023-09-30 | $2.4M | 32k | 74.76 |
| 2023-06-30 | $2.4M | 32k | 75.98 |
| 2023-03-31 | $1.6M | 22k | 71.14 |
| 2022-12-31 | $609k | 33k | 18.40 |
| 2022-09-30 | $1.7M | 26k | 67.54 |
| 2022-06-30 | $1.7M | 25k | 69.96 |
| 2022-03-31 | $2.5M | 29k | 84.56 |
| 2021-12-31 | $3.7M | 42k | 86.69 |
| 2021-09-30 | $3.6M | 44k | 82.53 |
| 2021-06-30 | $3.1M | 39k | 81.07 |
| 2021-03-31 | $2.4M | 32k | 74.89 |
| 2020-12-31 | $1.7M | 26k | 66.79 |
| 2020-09-30 | $1.6M | 14k | 113.51 |
| 2020-06-30 | $2.3M | 21k | 110.16 |
| 2020-03-31 | $2.4M | 25k | 97.27 |
| 2019-12-31 | $4.6M | 33k | 137.79 |
| 2019-09-30 | $4.4M | 34k | 128.74 |
| 2019-06-30 | $6.6M | 53k | 125.59 |
| 2019-03-31 | $6.7M | 57k | 118.14 |
| 2018-12-31 | $5.8M | 55k | 106.36 |
| 2018-09-30 | $6.8M | 56k | 121.47 |
| 2018-06-30 | $1.8M | 15k | 117.54 |
| 2018-03-31 | $4.2M | 36k | 117.80 |
| 2017-12-31 | $1.8M | 15k | 120.64 |
| 2017-09-30 | $4.7M | 42k | 113.60 |
| 2017-06-30 | $3.9M | 36k | 108.10 |
| 2017-03-31 | $3.1M | 30k | 103.14 |
| 2016-12-31 | $1.7M | 17k | 102.62 |
| 2016-09-30 | $820k | 9.2k | 89.43 |
| 2016-06-30 | $753k | 8.9k | 84.80 |
| 2016-03-31 | $802k | 9.4k | 85.17 |
| 2015-12-31 | $1.6M | 19k | 88.40 |
| 2015-09-30 | $1.1M | 13k | 84.14 |
| 2015-06-30 | $878k | 9.8k | 89.72 |
| 2015-03-31 | $723k | 8.1k | 89.05 |
| 2014-12-31 | $502k | 5.6k | 90.29 |
| 2014-09-30 | $834k | 10k | 83.71 |
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