iShares Dow Jones US Financial Svc. shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
from 13F filings
Historical chart of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors investment in iShares Dow Jones US Financial Svc.
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All positions including iShares Dow Jones US Financial Svc. held by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital 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 Svc. by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $488k | 5.4k | 89.64 |
| 2025-06-30 | $591k | 6.9k | 85.60 |
| 2025-03-31 | $616k | 7.9k | 78.43 |
| 2024-12-31 | $521k | 6.7k | 77.81 |
More positions owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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