iShares Dow Jones US Financial Svc. shares owned by Circle Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 295k | 89.64 |
| 2025-06-30 | $25M | 295k | 85.60 |
| 2025-03-31 | $23M | 295k | 78.55 |
| 2024-12-31 | $23M | 295k | 77.81 |
| 2024-09-30 | $21M | 295k | 71.02 |
| 2024-06-30 | $19M | 295k | 65.21 |
| 2024-03-31 | $20M | 295k | 66.30 |
| 2023-12-31 | $18M | 98k | 179.21 |
| 2023-09-30 | $15M | 98k | 154.64 |
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