iShares Dow Jones US Financial Svc. shares owned by Source Financial Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 14k | 71.02 |
| 2024-06-30 | $967k | 15k | 65.21 |
| 2024-03-31 | $1000k | 15k | 66.30 |
| 2023-12-31 | $1.5M | 8.2k | 179.20 |
| 2023-09-30 | $1.3M | 8.3k | 154.65 |
| 2023-06-30 | $1.4M | 9.0k | 158.00 |
| 2023-03-31 | $1.2M | 8.2k | 150.97 |
| 2022-12-31 | $2.8M | 18k | 157.52 |
| 2022-09-30 | $2.5M | 18k | 141.25 |
| 2022-06-30 | $2.8M | 19k | 148.24 |
| 2022-03-31 | $3.6M | 20k | 180.35 |
| 2021-12-31 | $4.8M | 25k | 193.09 |
| 2021-09-30 | $4.8M | 26k | 188.18 |
| 2021-06-30 | $4.9M | 26k | 185.22 |
| 2021-03-31 | $4.4M | 26k | 171.27 |
| 2020-12-31 | $3.1M | 21k | 150.05 |
Top funds holding iShares Dow Jones US Financial Svc.
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