iShares Dow Jones US Financial Svc. shares owned by CWM
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by CWM
from 13F filings
Historical chart of CWM investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 14k | 89.65 |
| 2025-06-30 | $1.2M | 14k | 85.61 |
| 2025-03-31 | $1.2M | 15k | 78.53 |
| 2024-12-31 | $1.1M | 15k | 77.78 |
| 2024-09-30 | $1.0M | 15k | 71.01 |
| 2024-06-30 | $1.1M | 16k | 65.20 |
| 2024-03-31 | $987k | 15k | 66.32 |
| 2023-12-31 | $853k | 4.8k | 179.16 |
| 2023-09-30 | $736k | 4.8k | 154.59 |
| 2023-06-30 | $792k | 5.0k | 157.93 |
| 2023-03-31 | $757k | 5.0k | 150.95 |
| 2022-12-31 | $873k | 5.5k | 157.58 |
| 2022-09-30 | $802k | 5.7k | 141.20 |
| 2022-06-30 | $1.6M | 11k | 148.20 |
| 2022-03-31 | $786k | 4.4k | 180.32 |
| 2021-12-31 | $842k | 4.4k | 193.16 |
| 2021-06-30 | $755k | 4.1k | 185.23 |
| 2021-03-31 | $755k | 4.1k | 185.23 |
| 2020-12-31 | $755k | 4.1k | 185.23 |
| 2020-09-30 | $755k | 4.1k | 185.23 |
| 2020-06-30 | $35M | 295k | 119.40 |
| 2020-03-31 | $403k | 3.9k | 102.57 |
| 2019-12-31 | $794k | 5.2k | 151.85 |
| 2019-09-30 | $713k | 5.2k | 136.35 |
| 2019-06-30 | $720k | 5.4k | 133.85 |
| 2019-03-31 | $640k | 5.1k | 124.88 |
| 2018-12-31 | $500k | 4.5k | 112.36 |
| 2018-03-31 | $16k | 120 | 133.33 |
| 2017-12-31 | $16k | 120 | 133.33 |
| 2017-09-30 | $14k | 120 | 116.67 |
| 2017-06-30 | $27k | 234 | 115.38 |
| 2017-03-31 | $32k | 290 | 110.34 |
| 2016-12-31 | $17k | 156 | 108.97 |
| 2015-09-30 | $3.0k | 32 | 93.75 |
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