IHT Wealth Management »

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.

Tip: Access up to 7 years of quarterly data

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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