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iShares Dow Jones U.S. Index Fund shares owned by Kestra Private Wealth Services

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Kestra Private Wealth Services from 13F filings

Historical chart of Kestra Private Wealth Services investment in iShares Dow Jones U.S. Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones U.S. Index Fund held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones U.S. Index Fund by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $620k 4.4k 139.59
2024-06-30 $619k 4.7k 132.32
2024-03-31 $605k 4.7k 128.10
2023-12-31 $582k 5.0k 116.53
2023-09-30 $546k 5.2k 104.48
2023-06-30 $566k 5.2k 108.33
2023-03-31 $518k 5.2k 100.07
2022-12-31 $493k 5.3k 93.45
2022-09-30 $463k 5.3k 87.71
2022-06-30 $487k 5.3k 92.27
2022-03-31 $588k 5.3k 111.43
2021-12-31 $497k 4.2k 117.88
2021-09-30 $422k 3.9k 107.79
2021-06-30 $423k 3.9k 108.07
2021-03-31 $391k 3.9k 99.90
2020-12-31 $379k 4.0k 93.97
2020-09-30 $366k 2.2k 166.67