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iShares Dow Jones U.S. Index Fund shares owned by Evanson Asset Management

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

Historical chart of Evanson Asset Management investment in iShares Dow Jones U.S. Index Fund

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All positions including iShares Dow Jones U.S. Index Fund held by Evanson Asset 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 Evanson Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $431k 3.4k 128.08
2023-12-31 $391k 3.4k 116.53
2023-09-30 $347k 3.3k 104.49
2023-06-30 $360k 3.3k 108.34
2023-03-31 $332k 3.3k 100.07
2022-12-31 $287k 3.3k 87.69
2022-09-30 $287k 3.3k 87.61
2022-06-30 $303k 3.3k 92.49
2022-03-31 $364k 3.3k 111.45
2021-12-31 $384k 3.3k 117.90
2021-09-30 $349k 3.2k 107.82
2021-06-30 $349k 3.2k 107.82
2021-03-31 $322k 3.2k 100.00
2020-12-31 $304k 3.2k 94.41
2020-09-30 $267k 1.6k 166.46
2020-06-30 $245k 1.6k 153.32
2020-03-31 $200k 1.6k 126.18
2019-12-31 $253k 1.6k 159.62
2019-09-30 $231k 1.6k 147.32
2019-06-30 $229k 1.6k 146.05
2019-03-31 $220k 1.6k 141.03
2018-09-30 $224k 1.5k 145.64
2018-06-30 $684k 5.0k 136.28
2018-03-31 $663k 5.0k 132.10
2017-12-31 $670k 5.0k 133.63
2017-09-30 $830k 6.6k 126.04
2017-06-30 $968k 8.0k 121.32
2017-03-31 $944k 8.0k 118.31
2016-12-31 $893k 8.0k 112.00
2016-09-30 $868k 8.0k 108.51
2016-06-30 $1.0M 10k 104.64
2016-03-31 $1.0M 10k 102.50
2015-12-31 $1.0M 9.9k 101.96
2015-09-30 $958k 9.9k 96.49
2015-06-30 $1.0M 9.9k 104.22
2015-03-31 $615k 6.5k 94.75
2014-12-31 $1.0M 9.9k 103.55
2014-09-30 $982k 9.9k 99.17
2014-06-30 $981k 9.9k 99.13
2014-03-31 $615k 6.5k 94.75
2013-12-31 $606k 6.5k 93.36

More positions owned by Evanson Asset Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Sprott Physical Gold Tr Unit (PHYS)
Apple (AAPL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Listed Fd Tr Roundhill Ball (METV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl Small Cap E (DFIS)

View all positions for Evanson Asset Management

Top funds holding iShares Dow Jones U.S. Index Fund

LPL Financial
Pnc Financial Services
Savant Capital Management
Bank of America Corporation
Commonwealth Equity Services
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Advisor Group Holdings
Bank Of Montreal
Goldman Sachs Group
Raymond James Financial Services Advisors
Creative Planning
Captrust Financial Advisors
Wealth Enhancement Advisory Services

View all funds holding iShares Dow Jones U.S. Index Fund