iShares Dow Jones US Financial Svc. shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $47k | 600 | 78.55 |
| 2024-12-31 | $47k | 600 | 77.81 |
| 2024-09-30 | $43k | 600 | 71.02 |
| 2024-06-30 | $39k | 600 | 65.21 |
| 2024-03-31 | $9.0k | 135 | 66.30 |
| 2023-12-31 | $190k | 1.1k | 179.21 |
| 2023-09-30 | $158k | 1.1k | 149.01 |
| 2023-06-30 | $168k | 1.1k | 157.99 |
| 2023-03-31 | $160k | 1.1k | 150.96 |
| 2022-12-31 | $167k | 1.1k | 157.52 |
| 2020-09-30 | $4.0k | 29 | 137.93 |
| 2020-03-31 | $26k | 257 | 101.17 |
| 2019-12-31 | $43k | 291 | 149.02 |
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