iShares Dow Jones U.S. Index Fund shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors 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 Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 6.6k | 162.47 |
| 2025-06-30 | $1.0M | 6.7k | 150.87 |
| 2024-12-31 | $4.6M | 32k | 143.09 |
| 2022-12-31 | $281k | 3.0k | 93.29 |
| 2022-09-30 | $263k | 3.0k | 87.58 |
| 2022-06-30 | $2.2M | 24k | 92.34 |
| 2022-03-31 | $3.5M | 31k | 111.35 |
| 2021-12-31 | $4.0M | 34k | 117.84 |
| 2021-09-30 | $3.8M | 35k | 107.88 |
| 2021-06-30 | $3.7M | 34k | 107.97 |
| 2021-03-31 | $3.1M | 32k | 99.86 |
| 2020-12-31 | $2.9M | 31k | 94.31 |
| 2020-09-30 | $2.4M | 15k | 166.66 |
| 2020-06-30 | $2.5M | 16k | 153.02 |
| 2019-12-31 | $2.1M | 13k | 159.61 |
| 2019-09-30 | $1.9M | 13k | 147.51 |
| 2019-06-30 | $2.0M | 14k | 146.09 |
| 2019-03-31 | $2.1M | 15k | 141.24 |
| 2018-09-30 | $2.0M | 14k | 145.91 |
| 2018-06-30 | $1.6M | 12k | 129.11 |
| 2018-03-31 | $1.6M | 12k | 129.11 |
| 2017-09-30 | $1.3M | 10k | 127.32 |
| 2017-06-30 | $1.2k | 56 | 20.89 |
| 2016-12-31 | $1.1M | 9.4k | 113.86 |
Top funds holding iShares Dow Jones U.S. Index Fund
View all funds holding iShares Dow Jones U.S. Index Fund