iShares Dow Jones US Financial Svc. shares owned by IHT Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT Wealth Management investment in iShares Dow Jones US Financial Svc.
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All positions including iShares Dow Jones US Financial Svc. held by IHT Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Dow Jones US Financial Svc. by IHT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 46k | 89.64 |
| 2025-06-30 | $3.8M | 44k | 85.60 |
| 2025-03-31 | $3.4M | 43k | 78.55 |
| 2024-12-31 | $3.4M | 44k | 77.81 |
| 2024-09-30 | $3.6M | 51k | 70.83 |
| 2024-06-30 | $1.6M | 24k | 65.21 |
| 2024-03-31 | $1.5M | 22k | 66.30 |
| 2023-12-31 | $1.4M | 7.6k | 179.20 |
| 2023-09-30 | $1.2M | 7.7k | 154.65 |
| 2023-06-30 | $1.2M | 7.8k | 158.00 |
| 2023-03-31 | $1.2M | 8.0k | 150.96 |
| 2022-12-31 | $1.1M | 7.1k | 157.52 |
| 2022-09-30 | $1.1M | 8.0k | 141.22 |
| 2022-06-30 | $549k | 3.7k | 148.14 |
| 2022-03-31 | $679k | 3.8k | 180.25 |
| 2021-12-31 | $959k | 5.0k | 193.07 |
| 2021-09-30 | $945k | 5.0k | 188.10 |
| 2021-06-30 | $941k | 5.1k | 185.16 |
| 2021-03-31 | $861k | 5.0k | 171.28 |
| 2020-12-31 | $797k | 5.3k | 150.01 |
| 2020-06-30 | $866k | 7.3k | 119.35 |
| 2018-03-31 | $86k | 673 | 127.79 |
| 2017-12-31 | $67k | 500 | 134.00 |
| 2017-09-30 | $61k | 500 | 122.00 |
| 2017-06-30 | $23k | 5.9k | 3.89 |
| 2017-03-31 | $182k | 1.5k | 117.88 |
| 2016-12-31 | $26k | 245 | 106.12 |
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