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iShares Dow Jones US Financial shares owned by WealthCare Investment Partners

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by WealthCare Investment Partners from 13F filings

Historical chart of WealthCare Investment Partners investment in iShares Dow Jones US Financial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial held by WealthCare Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial by WealthCare Investment Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $230k 2.7k 86.08
2023-09-30 $231k 3.1k 73.80
2023-06-30 $330k 4.4k 74.68
2023-03-31 $796k 11k 71.14
2022-12-31 $1.1M 15k 75.47
2022-09-30 $1.4M 21k 67.54
2022-06-30 $1.7M 24k 69.98
2022-03-31 $1.6M 20k 82.10
2021-12-31 $768k 8.9k 86.72