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iShares Dow Jones U.S. Index Fund shares owned by Comprehensive Portfolio Management

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

Historical chart of Comprehensive Portfolio 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 Comprehensive Portfolio 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 Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 14k 139.59
2024-06-30 $1.9M 14k 132.31
2024-03-31 $1.9M 15k 128.09
2023-12-31 $1.7M 15k 116.53
2023-09-30 $1.6M 15k 104.48
2023-06-30 $1.6M 15k 108.33