iShares Dow Jones US Financial Svc. shares owned by Litman Gregory Asset Management
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Litman Gregory Asset Management
from 13F filings
Historical chart of Litman Gregory Asset Management investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Litman Gregory Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 14k | 77.81 |
| 2024-09-30 | $1.0M | 14k | 71.02 |
| 2024-06-30 | $938k | 14k | 65.21 |
| 2024-03-31 | $954k | 14k | 66.30 |
| 2023-12-31 | $859k | 4.8k | 179.21 |
| 2023-09-30 | $742k | 4.8k | 154.64 |
| 2023-06-30 | $758k | 4.8k | 157.99 |
| 2022-12-31 | $755k | 4.8k | 157.52 |
| 2022-09-30 | $677k | 4.8k | 141.19 |
| 2022-06-30 | $711k | 4.8k | 148.28 |
| 2021-12-31 | $926k | 4.8k | 193.12 |
| 2021-09-30 | $902k | 4.8k | 188.11 |
| 2021-06-30 | $888k | 888 | 1000.00 |
| 2021-03-31 | $821k | 4.8k | 171.22 |
| 2020-12-31 | $719k | 4.8k | 149.95 |
| 2020-09-30 | $585k | 4.8k | 122.00 |
| 2020-06-30 | $573k | 4.8k | 119.50 |
| 2020-03-31 | $492k | 4.8k | 102.61 |
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