iShares Dow Jones US Financial shares owned by Sargent Investment Group
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Sargent Investment Group
from 13F filings
Historical chart of Sargent Investment Group investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by Sargent Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $661k | 5.1k | 128.93 |
| 2025-06-30 | $623k | 5.1k | 121.45 |
| 2025-03-31 | $579k | 5.1k | 112.85 |
| 2024-12-31 | $561k | 5.1k | 109.32 |
| 2023-06-30 | $383k | 5.1k | 74.61 |
| 2023-03-31 | $365k | 5.1k | 71.19 |
| 2022-12-31 | $387k | 5.1k | 75.47 |
| 2022-09-30 | $362k | 5.1k | 70.57 |
| 2022-06-30 | $359k | 5.1k | 69.98 |
| 2022-03-31 | $434k | 5.1k | 84.60 |
| 2021-12-31 | $445k | 5.1k | 86.74 |
| 2021-09-30 | $423k | 5.1k | 82.46 |
| 2021-06-30 | $416k | 5.1k | 81.09 |
| 2021-03-31 | $384k | 5.1k | 74.85 |
| 2020-12-31 | $343k | 5.1k | 66.86 |
| 2020-09-30 | $291k | 2.6k | 113.45 |
| 2020-06-30 | $282k | 2.6k | 109.94 |
| 2020-03-31 | $486k | 5.0k | 97.20 |
| 2019-12-31 | $689k | 5.0k | 137.80 |
| 2019-09-30 | $644k | 5.0k | 128.80 |
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