iShares Dow Jones U.S. Index Fund shares owned by Private Wealth Partners
Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Private Wealth Partners
from 13F filings
Historical chart of Private Wealth Partners 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 Private Wealth Partners 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 Private Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $394k | 2.8k | 139.58 |
2024-03-31 | $282k | 2.2k | 128.09 |
2023-12-31 | $256k | 2.2k | 116.53 |
2023-09-30 | $230k | 2.2k | 104.48 |
2023-06-30 | $238k | 2.2k | 108.33 |
2023-03-31 | $220k | 2.2k | 100.07 |
2020-12-31 | $208k | 2.2k | 94.55 |
Top funds holding iShares Dow Jones U.S. Index Fund
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