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iShares Dow Jones US Financial Svc. shares owned by Sowell Financial Services

Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Sowell Financial Services from 13F filings

Historical chart of Sowell Financial Services 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 Sowell Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $226k 2.7k 82.84
2025-12-31 $265k 2.9k 92.25
2025-09-30 $255k 2.8k 89.65
2025-06-30 $243k 2.8k 85.61
2025-03-31 $361k 4.6k 78.54
2021-03-31 $201k 1.1k 187.33
2020-12-31 $488k 3.3k 150.02
2020-09-30 $444k 3.6k 122.08
2020-06-30 $348k 2.9k 119.42
2020-03-31 $36k 350 102.86
2019-12-31 $114k 750 152.00
2019-09-30 $127k 934 135.97