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iShares Dow Jones U.S. Index Fund shares owned by Penobscot Wealth Management

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

Historical chart of Penobscot Wealth Management investment in iShares Dow Jones U.S. Index Fund

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All positions including iShares Dow Jones U.S. Index Fund held by Penobscot Wealth Management 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 Penobscot Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $322k 2.3k 139.51
2024-06-30 $311k 2.3k 134.75
2024-03-31 $296k 2.3k 128.25
2023-12-31 $269k 2.3k 116.55
2023-09-30 $241k 2.3k 104.42
2023-06-30 $250k 2.3k 108.32
2023-03-31 $231k 2.3k 100.09
2022-12-31 $216k 2.3k 93.59
2022-09-30 $202k 2.3k 87.52
2022-06-30 $213k 2.3k 92.29
2022-03-31 $257k 2.3k 111.35
2021-12-31 $272k 2.3k 117.85
2021-09-30 $249k 2.3k 107.89
2021-06-30 $249k 2.3k 107.89