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iShares Dow Jones U.S. Index Fund shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group 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 Merit Financial Group 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 Merit Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 29k 139.59
2024-03-31 $3.6M 29k 124.89
2023-12-31 $3.3M 29k 116.53
2023-09-30 $3.0M 29k 104.48
2023-06-30 $3.1M 29k 108.33
2023-03-31 $2.8M 29k 100.07
2022-12-31 $2.7M 29k 93.45
2022-09-30 $2.5M 29k 87.69
2022-06-30 $2.6M 29k 92.36
2022-03-31 $3.2M 29k 111.36
2021-12-31 $3.4M 29k 117.86
2021-09-30 $3.1M 29k 107.89
2021-06-30 $3.1M 29k 107.96