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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.

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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