Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

iShares Dow Jones U.S. Index Fund shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $528k 3.8k 139.59
2024-06-30 $500k 3.8k 132.31
2024-03-31 $484k 3.8k 128.09
2023-12-31 $440k 3.8k 116.53
2023-09-30 $395k 3.8k 104.48
2023-06-30 $409k 3.8k 108.33
2023-03-31 $378k 3.8k 100.07
2022-12-31 $353k 3.8k 93.45
2022-09-30 $331k 3.8k 87.59
2022-06-30 $349k 3.8k 92.35
2022-03-31 $421k 3.8k 111.41
2021-12-31 $445k 3.8k 117.76
2021-09-30 $317k 2.9k 107.82