iShares Dow Jones US Financial Svc. shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $804k | 10k | 77.81 |
| 2024-09-30 | $733k | 10k | 71.02 |
| 2024-06-30 | $566k | 8.7k | 65.21 |
| 2024-03-31 | $598k | 9.0k | 66.30 |
| 2023-12-31 | $522k | 2.9k | 179.23 |
| 2023-09-30 | $458k | 3.0k | 154.62 |
| 2023-06-30 | $464k | 2.9k | 157.97 |
| 2023-03-31 | $431k | 2.9k | 150.95 |
| 2022-12-31 | $438k | 2.8k | 157.51 |
| 2022-09-30 | $347k | 2.5k | 141.29 |
| 2022-06-30 | $361k | 2.4k | 148.25 |
| 2022-03-31 | $445k | 2.5k | 180.38 |
| 2021-12-31 | $1.7M | 8.5k | 193.12 |
| 2021-09-30 | $1.6M | 8.4k | 188.13 |
| 2021-03-31 | $1.2M | 7.0k | 171.28 |
| 2020-09-30 | $3.8M | 31k | 122.01 |
| 2020-06-30 | $3.6M | 30k | 119.42 |
| 2020-03-31 | $2.0M | 20k | 102.65 |
| 2019-12-31 | $2.9M | 19k | 151.81 |
| 2019-09-30 | $2.6M | 19k | 136.42 |
| 2019-06-30 | $3.2M | 24k | 133.88 |
| 2019-03-31 | $3.2M | 26k | 124.78 |
| 2018-12-31 | $2.9M | 26k | 112.24 |
| 2018-09-30 | $3.4M | 25k | 133.31 |
| 2018-06-30 | $3.1M | 24k | 129.62 |
| 2018-03-31 | $1.9M | 15k | 130.93 |
| 2017-12-31 | $996k | 7.6k | 130.38 |
| 2017-09-30 | $417k | 3.5k | 119.76 |
| 2017-06-30 | $14k | 130 | 107.69 |
| 2017-03-31 | $14k | 130 | 107.69 |
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