iShares Dow Jones US Financial shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $427k | 4.1k | 103.91 |
| 2024-06-30 | $391k | 4.1k | 94.57 |
| 2024-03-31 | $394k | 4.1k | 95.66 |
| 2023-12-31 | $350k | 4.1k | 85.41 |
| 2023-09-30 | $304k | 4.1k | 74.76 |
| 2023-06-30 | $303k | 4.1k | 74.61 |
| 2023-03-31 | $288k | 4.0k | 71.14 |
| 2022-12-31 | $304k | 4.0k | 75.47 |
| 2022-09-30 | $269k | 4.0k | 67.52 |
| 2022-06-30 | $308k | 4.4k | 69.84 |
| 2022-03-31 | $375k | 4.4k | 84.50 |
| 2021-12-31 | $383k | 4.4k | 86.65 |
| 2021-09-30 | $362k | 4.4k | 82.52 |
| 2021-06-30 | $333k | 4.1k | 80.88 |
| 2021-03-31 | $300k | 4.0k | 74.76 |
| 2020-12-31 | $280k | 4.0k | 69.77 |
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