iShares Dow Jones US Financial shares owned by Spire Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 19k | 126.64 |
| 2025-06-30 | $2.1M | 17k | 120.99 |
| 2025-03-31 | $1.9M | 17k | 112.85 |
| 2024-12-31 | $1.7M | 15k | 110.58 |
| 2024-09-30 | $88k | 851 | 103.92 |
| 2024-06-30 | $54k | 565 | 94.60 |
| 2024-03-31 | $52k | 546 | 95.69 |
| 2023-12-31 | $62k | 719 | 85.55 |
| 2023-09-30 | $58k | 778 | 74.78 |
| 2023-06-30 | $95k | 1.3k | 74.62 |
| 2023-03-31 | $145k | 2.0k | 71.13 |
| 2022-12-31 | $20k | 262 | 76.34 |
| 2022-09-30 | $306k | 4.5k | 67.46 |
| 2022-06-30 | $420k | 6.0k | 69.97 |
| 2022-03-31 | $128k | 1.5k | 84.49 |
| 2021-12-31 | $1.3M | 15k | 86.67 |
| 2021-09-30 | $152k | 1.8k | 82.65 |
| 2021-06-30 | $152k | 1.9k | 80.85 |
| 2021-03-31 | $1.9M | 26k | 74.87 |
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