iShares Dow Jones US Financial Svc. shares owned by Cottonwood Capital Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Cottonwood Capital Advisors
from 13F filings
Historical chart of Cottonwood Capital Advisors investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Cottonwood Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $925k | 13k | 71.02 |
| 2024-06-30 | $973k | 15k | 66.22 |
| 2024-03-31 | $945k | 15k | 62.75 |
| 2023-12-31 | $917k | 5.1k | 179.21 |
| 2023-09-30 | $928k | 6.0k | 154.63 |
| 2023-06-30 | $1.0M | 6.3k | 157.98 |
| 2023-03-31 | $1.0M | 6.7k | 150.97 |
| 2022-12-31 | $1.0M | 6.7k | 157.52 |
| 2022-09-30 | $948k | 6.7k | 141.20 |
| 2022-06-30 | $1.0M | 6.8k | 148.25 |
| 2022-03-31 | $1.4M | 8.0k | 180.30 |
| 2021-12-31 | $1.6M | 8.5k | 193.14 |
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