iShares Dow Jones US Financial Svc. shares owned by Wealthgate Family Office
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Wealthgate Family Office
from 13F filings
Historical chart of Wealthgate Family Office investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Wealthgate Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.7M | 52k | 71.02 |
| 2024-06-30 | $3.6M | 55k | 65.21 |
| 2024-03-31 | $3.7M | 55k | 66.30 |
| 2023-09-30 | $2.8M | 18k | 154.64 |
| 2023-06-30 | $2.9M | 18k | 157.99 |
| 2023-03-31 | $3.3M | 22k | 150.96 |
| 2022-12-31 | $3.5M | 22k | 157.52 |
| 2022-09-30 | $3.1M | 22k | 141.25 |
| 2022-06-30 | $3.3M | 22k | 148.22 |
| 2022-03-31 | $4.0M | 22k | 180.32 |
| 2021-12-31 | $4.2M | 22k | 193.08 |
| 2021-09-30 | $4.1M | 22k | 188.19 |
| 2021-06-30 | $4.1M | 22k | 185.22 |
| 2021-03-31 | $3.8M | 22k | 171.27 |
| 2020-12-31 | $3.3M | 22k | 150.03 |
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