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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

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Quarterly 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