iShares Dow Jones US Financial Svc. shares owned by Caliber Wealth Management, Llc / Ks
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Caliber Wealth Management, Llc / Ks
from 13F filings
Historical chart of Caliber Wealth Management, Llc / Ks investment in iShares Dow Jones US Financial Svc.
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All positions including iShares Dow Jones US Financial Svc. held by Caliber Wealth Management, Llc / Ks consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Dow Jones US Financial Svc. by Caliber Wealth Management, Llc / Ks
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 16k | 89.64 |
| 2025-06-30 | $1.4M | 17k | 85.60 |
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