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iShares Dow Jones US Financial Svc. shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory 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 Wealth Enhancement Advisory 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 Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 11k 95.58
2025-09-30 $1.0M 11k 89.03
2025-06-30 $955k 11k 87.42
2025-03-31 $528k 6.7k 78.55
2024-12-31 $340k 4.4k 77.82
2024-06-30 $215k 3.3k 65.21
2023-12-31 $221k 1.2k 179.21