iShares Dow Jones US Financial shares owned by Wealth Management Partners
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Wealth Management Partners
from 13F filings
Historical chart of Wealth Management Partners investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by Wealth Management Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $717k | 7.5k | 95.65 |
| 2023-12-31 | $643k | 7.5k | 85.41 |
| 2023-09-30 | $542k | 7.2k | 74.76 |
| 2023-06-30 | $542k | 7.3k | 74.61 |
| 2023-03-31 | $541k | 7.6k | 71.14 |
| 2022-12-31 | $588k | 8.0k | 73.47 |
| 2022-09-30 | $537k | 8.0k | 67.13 |
| 2022-06-30 | $545k | 8.0k | 68.13 |
| 2022-03-31 | $658k | 8.0k | 82.25 |
| 2021-12-31 | $536k | 6.0k | 89.33 |
| 2021-09-30 | $519k | 6.4k | 80.98 |
| 2021-06-30 | $519k | 6.4k | 80.98 |
| 2021-03-31 | $484k | 6.3k | 76.69 |
| 2020-12-31 | $562k | 8.4k | 67.19 |
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