iShares Dow Jones US Financial Svc. shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $480k | 7.4k | 65.21 |
| 2024-03-31 | $509k | 7.7k | 66.30 |
| 2023-12-31 | $490k | 2.7k | 179.21 |
| 2023-09-30 | $375k | 2.4k | 154.66 |
| 2023-06-30 | $383k | 2.4k | 158.01 |
| 2023-03-31 | $341k | 2.3k | 150.96 |
| 2022-12-31 | $361k | 2.3k | 157.52 |
| 2022-09-30 | $334k | 2.4k | 141.17 |
| 2022-06-30 | $360k | 2.4k | 148.09 |
| 2022-03-31 | $446k | 2.5k | 179.55 |
| 2021-12-31 | $483k | 2.5k | 192.97 |
| 2021-09-30 | $411k | 2.2k | 187.84 |
| 2021-06-30 | $400k | 2.2k | 184.16 |
| 2021-03-31 | $389k | 2.3k | 171.06 |
| 2020-12-31 | $1.2M | 8.2k | 151.02 |
| 2020-09-30 | $1.5M | 13k | 121.52 |
| 2020-06-30 | $376k | 3.2k | 118.95 |
| 2020-03-31 | $325k | 3.2k | 102.82 |
| 2019-12-31 | $479k | 3.2k | 151.53 |
| 2019-09-30 | $593k | 4.3k | 136.45 |
| 2019-06-30 | $1.0M | 7.7k | 133.90 |
| 2019-03-31 | $1.7M | 14k | 124.79 |
| 2018-12-31 | $1.4M | 13k | 112.25 |
More positions owned by H D Vest Advisory Services
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