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iShares Dow Jones U.S. Index Fund shares owned by Lake Street Financial

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Lake Street Financial from 13F filings

Historical chart of Lake Street Financial 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 Lake Street Financial 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 Lake Street Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $245k 1.9k 128.09
2023-12-31 $223k 1.9k 116.53
2023-09-30 $203k 1.9k 104.66
2023-06-30 $213k 2.0k 108.33
2022-03-31 $223k 2.0k 111.39
2021-12-31 $248k 2.1k 117.98
2021-09-30 $227k 2.1k 107.94
2021-06-30 $228k 2.1k 108.42
2021-03-31 $208k 2.1k 99.66
2020-12-31 $203k 2.2k 94.11
2020-09-30 $208k 1.2k 166.53
2020-06-30 $206k 1.3k 152.71
2020-03-31 $255k 2.0k 125.99
2019-12-31 $314k 2.0k 159.47
2019-09-30 $296k 2.0k 147.34