iShares Dow Jones U.S. Index Fund shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group 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 Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $819k | 7.0k | 116.53 |
| 2023-09-30 | $1.4M | 14k | 104.47 |
| 2023-06-30 | $4.0M | 37k | 108.33 |
| 2023-03-31 | $4.6M | 46k | 100.07 |
| 2022-12-31 | $5.5M | 59k | 93.45 |
| 2022-09-30 | $419k | 4.8k | 87.71 |
| 2022-06-30 | $454k | 4.9k | 92.43 |
| 2022-03-31 | $602k | 5.4k | 111.44 |
| 2021-12-31 | $784k | 6.7k | 117.82 |
| 2021-09-30 | $639k | 5.9k | 107.88 |
| 2021-06-30 | $568k | 5.3k | 107.92 |
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