iShares Dow Jones US Financial shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.4M | 11k | 127.51 |
| 2026-03-31 | $64k | 547 | 117.66 |
| 2025-12-31 | $96k | 743 | 128.98 |
| 2025-06-30 | $66k | 547 | 120.99 |
| 2025-03-31 | $62k | 547 | 112.85 |
| 2024-12-31 | $61k | 547 | 110.58 |
| 2024-09-30 | $31k | 300 | 103.90 |
| 2024-06-30 | $70k | 744 | 94.61 |
| 2024-03-31 | $71k | 743 | 95.63 |
| 2023-12-31 | $63k | 741 | 85.46 |
| 2023-09-30 | $55k | 737 | 74.76 |
| 2023-06-30 | $55k | 737 | 74.61 |
| 2023-03-31 | $52k | 735 | 71.17 |
| 2022-12-31 | $55k | 733 | 75.50 |
| 2022-09-30 | $49k | 729 | 67.22 |
| 2022-06-30 | $51k | 729 | 69.96 |
| 2022-03-31 | $61k | 727 | 83.91 |
| 2021-12-31 | $63k | 725 | 86.90 |
| 2021-09-30 | $35k | 422 | 82.94 |
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