iShares Dow Jones U.S. Index Fund shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares Dow Jones U.S. Index Fund
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Quarterly reported holdings in iShares Dow Jones U.S. Index Fund by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $852k | 6.1k | 139.59 |
| 2024-06-30 | $270k | 2.0k | 132.31 |
| 2024-03-31 | $265k | 2.1k | 128.12 |
| 2023-12-31 | $838k | 7.0k | 119.06 |
| 2023-09-30 | $931k | 8.9k | 104.48 |
| 2023-06-30 | $222k | 2.0k | 108.33 |
| 2023-03-31 | $235k | 2.3k | 100.07 |
| 2022-06-30 | $229k | 2.5k | 92.38 |
| 2021-12-31 | $265k | 2.2k | 117.83 |
| 2021-09-30 | $224k | 2.1k | 108.00 |
| 2021-06-30 | $251k | 2.3k | 108.14 |
Top funds holding iShares Dow Jones U.S. Index Fund
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