iShares Dow Jones US Financial Svc. shares owned by Summit Financial
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial 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 Summit Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $791k | 12k | 66.30 |
| 2023-12-31 | $713k | 4.0k | 179.21 |
| 2023-09-30 | $687k | 4.4k | 154.64 |
| 2023-06-30 | $702k | 4.4k | 157.99 |
| 2023-03-31 | $671k | 4.4k | 150.96 |
| 2022-12-31 | $700k | 4.4k | 157.48 |
| 2022-09-30 | $628k | 4.4k | 141.28 |
| 2022-06-30 | $659k | 4.4k | 148.26 |
| 2022-03-31 | $802k | 4.4k | 180.43 |
| 2021-12-31 | $858k | 4.4k | 193.03 |
| 2021-09-30 | $836k | 4.4k | 188.08 |
| 2021-06-30 | $823k | 4.4k | 185.15 |
| 2021-03-31 | $761k | 4.4k | 171.20 |
| 2020-12-31 | $667k | 4.4k | 150.06 |
| 2020-09-30 | $542k | 4.4k | 121.93 |
| 2020-06-30 | $660k | 5.5k | 119.46 |
| 2020-03-31 | $567k | 5.5k | 102.62 |
| 2019-12-31 | $839k | 5.5k | 151.86 |
| 2019-09-30 | $754k | 5.5k | 136.47 |
Top funds holding iShares Dow Jones US Financial Svc.
View all funds holding iShares Dow Jones US Financial Svc.