iShares Dow Jones US Financial shares owned by ValMark Advisers
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $851k | 6.7k | 127.51 |
| 2026-03-31 | $785k | 6.7k | 117.67 |
| 2025-12-31 | $862k | 6.7k | 128.92 |
| 2025-09-30 | $1.0M | 8.1k | 126.64 |
| 2025-06-30 | $975k | 8.1k | 120.99 |
| 2025-03-31 | $773k | 6.9k | 112.85 |
| 2024-12-31 | $458k | 4.1k | 110.58 |
| 2024-09-30 | $387k | 3.7k | 103.91 |
| 2024-06-30 | $267k | 2.8k | 94.57 |
| 2024-03-31 | $297k | 3.1k | 95.64 |
| 2023-12-31 | $274k | 3.2k | 85.40 |
| 2023-09-30 | $238k | 3.2k | 74.75 |
| 2023-06-30 | $225k | 3.0k | 74.60 |
| 2023-03-31 | $214k | 3.0k | 71.14 |
| 2022-06-30 | $219k | 3.1k | 69.92 |
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