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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

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Quarterly 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