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
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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 |
|---|---|---|---|
| 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
View all funds holding iShares Dow Jones U.S. Index Fund