iShares Dow Jones US Financial shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $333k | 3.2k | 103.90 |
| 2024-06-30 | $303k | 3.2k | 94.57 |
| 2024-03-31 | $306k | 3.2k | 95.65 |
| 2023-12-31 | $273k | 3.2k | 85.41 |
| 2023-09-30 | $239k | 3.2k | 74.76 |
| 2023-06-30 | $239k | 3.2k | 74.61 |
| 2023-03-31 | $228k | 3.2k | 71.14 |
| 2022-12-31 | $238k | 3.2k | 75.47 |
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