iShares Dow Jones U.S. Index Fund shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth 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 TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.4M | 21k | 116.53 |
| 2023-09-30 | $2.2M | 21k | 104.48 |
| 2023-06-30 | $2.4M | 22k | 108.33 |
| 2023-03-31 | $2.2M | 22k | 100.07 |
| 2022-12-31 | $2.1M | 22k | 93.45 |
| 2022-09-30 | $1.9M | 22k | 87.68 |
| 2022-06-30 | $2.1M | 22k | 92.36 |
| 2022-03-31 | $2.6M | 24k | 111.35 |
| 2021-12-31 | $2.8M | 24k | 117.83 |
| 2021-09-30 | $2.6M | 24k | 107.88 |
| 2021-06-30 | $2.5M | 24k | 107.99 |
| 2021-03-31 | $2.5M | 25k | 99.87 |
| 2020-12-31 | $2.4M | 25k | 96.92 |
| 2020-09-30 | $2.1M | 13k | 166.67 |
| 2020-06-30 | $2.4M | 16k | 153.05 |
| 2020-03-31 | $2.0M | 16k | 126.17 |
| 2019-12-31 | $2.6M | 16k | 159.63 |
| 2019-09-30 | $2.5M | 16k | 152.68 |
Top funds holding iShares Dow Jones U.S. Index Fund
View all funds holding iShares Dow Jones U.S. Index Fund