iShares Dow Jones US Basic Mater. shares owned by A. Montag and Associates
Quarter-by-quarter ownership of iShares Dow Jones US Basic Mater. (IYM) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in iShares Dow Jones US Basic Mater.
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All positions including iShares Dow Jones US Basic Mater. held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Dow Jones US Basic Mater. by A. Montag and Associates
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $150k | 1.0k | 150.16 |
2024-06-30 | $140k | 1.0k | 140.01 |
2024-03-31 | $148k | 1.0k | 147.73 |
2023-12-31 | $138k | 1.0k | 138.16 |
2023-09-30 | $127k | 1.0k | 127.05 |
2023-06-30 | $133k | 1.0k | 133.05 |
2023-03-31 | $133k | 1.0k | 132.53 |
2022-12-31 | $125k | 1.0k | 124.77 |
2022-09-30 | $108k | 1.0k | 108.00 |
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