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iShares Dow Jones US Financial shares owned by YHB Investment Advisors

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

Historical chart of YHB Investment 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 YHB Investment Advisors 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 YHB Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $203k 2.0k 103.90
2024-03-31 $187k 2.0k 95.65
2023-03-31 $205k 2.9k 71.14
2022-12-31 $215k 2.9k 75.47
2022-09-30 $203k 3.0k 67.44
2022-06-30 $211k 3.0k 70.10
2022-03-31 $254k 3.0k 84.39
2021-12-31 $257k 3.0k 86.82
2021-09-30 $240k 2.9k 82.47
2021-06-30 $236k 2.9k 81.10
2021-03-31 $228k 2.9k 78.35
2020-03-31 $332k 16k 20.85
2019-12-31 $216k 1.6k 137.49
2002-03-31 $294k 3.6k 82.70
2001-09-30 $270k 3.6k 74.28
2001-06-30 $318k 3.7k 85.14
2001-03-31 $295k 3.7k 78.98
2000-09-30 $288k 3.3k 86.36