iShares Dow Jones US Financial shares owned by Zimmermann Investment Management & Planning
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Zimmermann Investment Management & Planning
from 13F filings
Historical chart of Zimmermann Investment Management & Planning investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by Zimmermann Investment Management & Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $556k | 5.3k | 103.90 |
| 2024-06-30 | $471k | 5.0k | 94.57 |
| 2024-03-31 | $328k | 3.4k | 95.65 |
| 2023-12-31 | $421k | 4.9k | 85.41 |
| 2023-09-30 | $443k | 5.9k | 74.76 |
| 2023-06-30 | $642k | 8.6k | 74.61 |
| 2023-03-31 | $780k | 11k | 71.14 |
| 2022-12-31 | $938k | 12k | 75.47 |
| 2022-09-30 | $1.0M | 15k | 67.57 |
| 2022-06-30 | $3.1M | 44k | 69.98 |
| 2022-03-31 | $3.5M | 42k | 84.53 |
| 2021-12-31 | $3.4M | 39k | 86.68 |
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