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
Download as csv Download as ExcelQuarterly 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 |
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