iShares Dow Jones U.S. Index Fund shares owned by Heritage Investment Group
Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment 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 Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $572k | 4.1k | 139.59 |
| 2024-06-30 | $542k | 4.1k | 132.39 |
| 2024-03-31 | $524k | 4.1k | 127.99 |
| 2023-12-31 | $477k | 4.1k | 116.51 |
| 2023-09-30 | $428k | 4.1k | 104.54 |
| 2023-06-30 | $444k | 4.1k | 108.45 |
| 2023-03-31 | $410k | 4.1k | 100.15 |
| 2022-12-31 | $383k | 4.1k | 93.55 |
| 2022-09-30 | $359k | 4.1k | 87.69 |
| 2022-06-30 | $378k | 4.1k | 92.33 |
| 2022-03-31 | $456k | 4.1k | 111.38 |
| 2021-12-31 | $482k | 4.1k | 117.73 |
Top funds holding iShares Dow Jones U.S. Index Fund
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