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iShares Dow Jones US Financial Svc. shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management 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 GeoWealth Management 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.4M 8.8k 154.65
2023-06-30 $1.4M 9.0k 158.02
2023-03-31 $1.2M 8.2k 150.93
2022-12-31 $1.9M 12k 157.53
2022-09-30 $2.5M 18k 141.24
2022-06-30 $2.8M 19k 148.26
2022-03-31 $5.5M 31k 180.33
2021-12-31 $6.8M 36k 193.08
2021-09-30 $6.8M 36k 188.19
2021-06-30 $6.7M 36k 185.27
2021-03-31 $4.4M 26k 171.30
2020-12-31 $3.0M 20k 150.19