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
Download as csv Download as ExcelQuarterly 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 |
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