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iShares Dow Jones U.S. Index Fund shares owned by Brass Tax Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Brass Tax Wealth Management from 13F filings

Historical chart of Brass Tax Wealth Management investment in iShares Dow Jones U.S. Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones U.S. Index Fund held by Brass Tax Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones U.S. Index Fund by Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $975k 6.0k 162.48
2025-06-30 $905k 6.0k 150.87
2025-03-31 $817k 6.0k 136.10
2024-12-31 $859k 6.0k 143.09
2024-09-30 $838k 6.0k 139.59
2024-06-30 $794k 6.0k 132.31
2024-03-31 $769k 6.0k 128.09