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iShares Dow Jones US Consumer Ser. shares owned by Sonata Capital

Quarter-by-quarter ownership of iShares Dow Jones US Consumer Ser. (IYC) shares owned by Sonata Capital from 13F filings

Historical chart of Sonata Capital investment in iShares Dow Jones US Consumer Ser.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Consumer Ser. 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 US Consumer Ser. by Sonata Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $623k 7.6k 82.02
2023-12-31 $576k 7.6k 75.83
2023-09-30 $609k 9.1k 66.95
2023-06-30 $690k 9.7k 71.16
2023-03-31 $653k 10k 64.68
2022-12-31 $581k 10k 56.98
2022-09-30 $593k 10k 58.16
2022-06-30 $590k 10k 56.75
2022-03-31 $780k 10k 75.03
2021-12-31 $890k 11k 83.99
2021-09-30 $819k 11k 77.29
2021-06-30 $916k 12k 77.65
2021-03-31 $890k 12k 74.82
2020-12-31 $867k 12k 70.51
2020-09-30 $719k 2.9k 250.17
2019-06-30 $276k 1.3k 217.49
2019-03-31 $354k 1.7k 204.03
2018-12-31 $318k 1.8k 180.68
2018-09-30 $330k 1.6k 211.54
2018-06-30 $302k 1.6k 193.59
2018-03-31 $284k 1.6k 182.05
2017-12-31 $357k 2.0k 179.40
2017-09-30 $400k 2.4k 163.93
2017-06-30 $400k 2.4k 163.93
2017-03-31 $393k 2.4k 161.07
2016-12-31 $369k 2.4k 151.23
2016-09-30 $388k 2.6k 146.97
2016-06-30 $379k 2.6k 143.56
2016-03-31 $414k 2.8k 145.77
2015-12-31 $411k 2.8k 144.72
2015-09-30 $391k 2.8k 137.68
2015-06-30 $406k 2.8k 142.96
2015-03-31 $410k 2.8k 144.37
2014-12-31 $391k 2.8k 137.68

More positions owned by Sonata Capital

Ishares Russell Mid Cap Etf Etf (IWR)
Ishares Russell 1000 Growth Et Etf (IWF)
Microsoft Corporation (MSFT)
Ishares Russell 2000 Value Etf Etf (IWN)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard High Dividend Yield E Etf (VYM)
Vanguard Total Stock Market Et Etf (VTI)
Amazon (AMZN)
Apple (AAPL)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Ibonds Dec 2024 Trm Et Etf (IBDP)
Berkshire Hathaway (BRK.B)
Ishares Core S&p Mid Cap Etf Etf (IJH)
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 US Consumer Ser.

Morgan Stanley
Bank of America Corporation
UBS Group
Green Harvest Asset Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Royal Bank of Canada
Captrust Financial Advisors
LPL Financial
Commonwealth Equity Services
Pinkerton Retirement Specialists
AE Wealth Management
Townsquare Capital
Norden Group
Advisor Group Holdings

View all funds holding iShares Dow Jones US Consumer Ser.