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iShares Dow Jones US Financial Svc. shares owned by CX Institutional

Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by CX Institutional from 13F filings

Historical chart of CX Institutional 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 CX Institutional 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 CX Institutional

Quarter filed Position value Share count Share price at filing
2025-12-31 $366k 4.0k 92.12
2025-09-30 $30k 330 90.91
2025-06-30 $81k 950 85.26
2024-06-30 $223k 3.4k 65.21
2023-06-30 $209k 1.3k 157.99