iShares Dow Jones U.S. Index Fund shares owned by HighMark Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by HighMark Wealth Management
from 13F filings
Historical chart of HighMark Wealth Management 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 HighMark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19k | 116 | 162.93 |
| 2025-06-30 | $18k | 116 | 150.92 |
| 2025-03-31 | $16k | 116 | 135.82 |
| 2024-12-31 | $17k | 115 | 143.67 |
| 2024-09-30 | $16k | 115 | 139.73 |
| 2024-06-30 | $15k | 115 | 132.03 |
| 2024-03-31 | $15k | 114 | 128.64 |
| 2023-12-31 | $13k | 114 | 116.73 |
| 2023-09-30 | $12k | 113 | 104.74 |
| 2023-06-30 | $12k | 113 | 108.60 |
| 2023-03-31 | $11k | 113 | 100.06 |
| 2022-12-31 | $11k | 113 | 93.12 |
| 2022-09-30 | $10k | 112 | 89.29 |
| 2022-06-30 | $10k | 112 | 89.29 |
| 2022-03-31 | $12k | 111 | 108.11 |
| 2021-12-31 | $13k | 111 | 117.12 |
| 2021-09-30 | $12k | 111 | 108.11 |
| 2021-06-30 | $12k | 110 | 109.09 |
| 2021-03-31 | $11k | 110 | 100.00 |
| 2020-12-31 | $10k | 110 | 90.91 |
| 2020-09-30 | $9.0k | 55 | 163.64 |
| 2020-06-30 | $8.0k | 54 | 148.15 |
| 2020-03-31 | $6.8k | 54 | 126.72 |
| 2019-12-31 | $8.0k | 53 | 150.94 |
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