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iShares Dow Jones US Basic Mater. shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Basic Mater. (IYM) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in iShares Dow Jones US Basic Mater.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Basic Mater. held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Basic Mater. by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $226k 1.6k 138.16
2022-12-31 $105k 840 124.77
2022-06-30 $111k 940 118.09
2022-03-31 $141k 940 150.00
2020-12-31 $101k 890 113.48
2019-09-30 $203k 2.2k 92.06
2019-06-30 $221k 2.3k 95.05