iShares Dow Jones US Financial shares owned by WP Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by WP Advisors
from 13F filings
Historical chart of WP Advisors 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 WP Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Dow Jones US Financial by WP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $244k | 1.9k | 126.64 |
| 2025-06-30 | $232k | 1.9k | 121.00 |
| 2025-03-31 | $216k | 1.9k | 112.85 |
| 2024-12-31 | $211k | 1.9k | 110.56 |
| 2022-12-31 | $217k | 2.9k | 75.48 |
| 2022-03-31 | $240k | 2.8k | 84.60 |
| 2021-12-31 | $245k | 2.8k | 86.70 |
| 2021-09-30 | $232k | 2.8k | 82.71 |
| 2021-06-30 | $227k | 2.8k | 80.93 |
| 2021-03-31 | $225k | 3.0k | 74.98 |
| 2020-12-31 | $200k | 3.0k | 66.64 |
| 2019-12-31 | $203k | 1.5k | 138.00 |
| 2019-03-31 | $1.7M | 1.5k | 1181.13 |
| 2018-09-30 | $174k | 1.4k | 121.59 |
| 2018-06-30 | $167k | 1.4k | 117.19 |
Top funds holding iShares Dow Jones US Financial
View all funds holding iShares Dow Jones US Financial