iShares Dow Jones U.S. Index Fund shares owned by Glassman Wealth Services
Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Glassman Wealth Services
from 13F filings
Historical chart of Glassman Wealth Services investment in iShares Dow Jones U.S. Index Fund
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Quarterly reported holdings in iShares Dow Jones U.S. Index Fund by Glassman Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $29k | 200 | 143.09 |
| 2024-09-30 | $28k | 200 | 139.59 |
| 2024-06-30 | $27k | 200 | 132.31 |
| 2024-03-31 | $26k | 200 | 128.09 |
| 2023-12-31 | $23k | 200 | 116.53 |
| 2023-09-30 | $29k | 276 | 104.48 |
| 2023-06-30 | $30k | 276 | 108.33 |
| 2023-03-31 | $28k | 276 | 100.07 |
| 2022-12-31 | $28k | 300 | 93.45 |
| 2022-09-30 | $26k | 300 | 86.67 |
| 2022-06-30 | $28k | 300 | 93.33 |
| 2022-03-31 | $33k | 300 | 110.00 |
| 2021-12-31 | $35k | 300 | 116.67 |
| 2021-09-30 | $32k | 300 | 106.67 |
| 2021-06-30 | $32k | 300 | 106.67 |
| 2021-03-31 | $30k | 300 | 100.00 |
| 2020-12-31 | $28k | 300 | 93.33 |
| 2020-09-30 | $25k | 150 | 166.67 |
| 2020-06-30 | $23k | 150 | 153.33 |
| 2020-03-31 | $19k | 150 | 126.67 |
| 2019-12-31 | $16k | 100 | 160.00 |
| 2019-09-30 | $15k | 100 | 150.00 |
| 2019-06-30 | $15k | 100 | 150.00 |
| 2019-03-31 | $14k | 100 | 140.00 |
| 2018-12-31 | $12k | 100 | 120.00 |
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