iShares Dow Jones US Financial shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $560k | 5.9k | 95.65 |
| 2023-12-31 | $383k | 4.5k | 85.41 |
| 2023-09-30 | $303k | 4.1k | 74.76 |
| 2023-06-30 | $296k | 4.0k | 74.61 |
| 2023-03-31 | $282k | 4.0k | 71.14 |
| 2022-12-31 | $290k | 3.8k | 75.47 |
| 2022-09-30 | $260k | 3.8k | 67.67 |
| 2021-03-31 | $19k | 250 | 76.00 |
| 2017-09-30 | $11k | 100 | 110.00 |
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