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iShares Dow Jones U.S. Index Fund shares owned by Sonata Capital

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

Historical chart of Sonata Capital 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 Sonata Capital 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 Sonata Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $775k 6.0k 128.12
2023-12-31 $705k 6.0k 116.55
2023-09-30 $632k 6.0k 104.48
2023-06-30 $655k 6.0k 108.28
2023-03-31 $605k 6.0k 100.10
2022-12-31 $612k 6.5k 93.52
2022-09-30 $574k 6.5k 87.71
2022-06-30 $651k 7.0k 92.42
2022-03-31 $840k 7.5k 111.35
2021-12-31 $913k 7.7k 117.90
2021-09-30 $835k 7.7k 107.83
2021-06-30 $838k 7.8k 107.93
2021-03-31 $775k 7.8k 99.82
2020-12-31 $840k 8.9k 94.28
2020-09-30 $826k 5.0k 166.70
2020-06-30 $758k 5.0k 152.98
2020-03-31 $625k 5.0k 126.14
2019-12-31 $791k 5.0k 159.64
2019-09-30 $731k 5.0k 147.53
2019-06-30 $724k 5.0k 146.12
2019-03-31 $700k 5.0k 141.27
2018-12-31 $647k 5.2k 124.38
2018-09-30 $757k 5.2k 145.52
2018-06-30 $709k 5.2k 136.29
2018-03-31 $740k 5.6k 132.10
2017-12-31 $755k 5.7k 133.58
2017-09-30 $712k 5.7k 125.97
2017-06-30 $686k 5.7k 121.37
2017-03-31 $668k 5.7k 118.19
2016-12-31 $633k 5.7k 112.00
2016-09-30 $613k 5.7k 108.46
2016-06-30 $588k 5.6k 104.55
2016-03-31 $577k 5.6k 102.60
2015-12-31 $573k 5.6k 101.88
2015-09-30 $543k 5.6k 96.55
2015-06-30 $586k 5.6k 104.20
2015-03-31 $590k 5.6k 104.91
2014-12-31 $582k 5.6k 103.49

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Vanguard High Dividend Yield E Etf (VYM)
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Amazon (AMZN)
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Berkshire Hathaway (BRK.B)
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Spdr S&p Midcap 400 Etf Etf (MDY)
Ishares S&p Small Cap 600 Etf Etf (IJS)

View all positions for Sonata Capital

Top funds holding iShares Dow Jones U.S. Index Fund

Pnc Financial Services
Savant Capital Management
Bank of America Corporation
Commonwealth Equity Services
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Advisor Group Holdings
Bank Of Montreal
Goldman Sachs Group
Raymond James Financial Services Advisors
Creative Planning
Captrust Financial Advisors
Wealth Enhancement Advisory Services
Wedbush Morgan Securities

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