iShares Dow Jones US Financial Svc. shares owned by Adell, Harriman, & Carpenter
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Adell, Harriman, & Carpenter
from 13F filings
Historical chart of Adell, Harriman, & Carpenter investment in iShares Dow Jones US Financial Svc.
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All positions including iShares Dow Jones US Financial Svc. held by Adell, Harriman, & Carpenter consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Dow Jones US Financial Svc. by Adell, Harriman, & Carpenter
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $221k | 2.4k | 92.25 |
| 2025-09-30 | $215k | 2.4k | 89.64 |
| 2025-06-30 | $205k | 2.4k | 85.60 |
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