iShares Dow Jones US Financial shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $248k | 2.4k | 103.90 |
| 2024-06-30 | $226k | 2.4k | 94.57 |
| 2024-03-31 | $228k | 2.4k | 95.65 |
| 2023-12-31 | $204k | 2.4k | 85.41 |
| 2023-09-30 | $227k | 3.0k | 74.76 |
| 2023-06-30 | $266k | 3.6k | 74.61 |
| 2023-03-31 | $290k | 4.1k | 71.15 |
| 2022-12-31 | $266k | 3.5k | 75.47 |
| 2022-09-30 | $288k | 4.3k | 67.65 |
| 2022-06-30 | $433k | 6.2k | 70.00 |
| 2022-03-31 | $602k | 7.8k | 77.13 |
| 2021-12-31 | $779k | 9.0k | 86.63 |
| 2021-09-30 | $809k | 9.8k | 82.50 |
| 2021-06-30 | $875k | 11k | 81.03 |
| 2021-03-31 | $3.0M | 39k | 77.14 |
| 2020-12-31 | $2.1M | 31k | 68.41 |
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