iShares Dow Jones US Financial Svc. shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $438k | 2.4k | 179.21 |
| 2023-09-30 | $390k | 2.5k | 154.64 |
| 2023-06-30 | $416k | 2.6k | 157.99 |
| 2023-03-31 | $353k | 2.3k | 150.96 |
| 2022-12-31 | $676k | 4.3k | 157.52 |
| 2022-09-30 | $620k | 4.4k | 141.17 |
| 2022-06-30 | $654k | 4.4k | 148.27 |
| 2022-03-31 | $1.2M | 6.6k | 180.29 |
| 2021-12-31 | $1.6M | 8.1k | 193.02 |
| 2021-09-30 | $1.5M | 7.9k | 188.17 |
| 2021-06-30 | $1.4M | 7.6k | 185.27 |
| 2021-03-31 | $1.0M | 5.9k | 171.19 |
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