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iShares Dow Jones US Financial shares owned by BEAM Asset Management

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by BEAM Asset Management from 13F filings

Historical chart of BEAM Asset Management investment in iShares Dow Jones US Financial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial held by BEAM Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial by BEAM Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $638k 6.7k 95.65
2023-12-31 $598k 7.0k 85.41
2023-09-30 $681k 9.1k 74.76
2023-06-30 $2.4M 32k 74.61
2023-03-31 $2.5M 35k 71.14
2022-12-31 $2.6M 35k 75.47
2022-09-30 $2.0M 29k 67.54
2022-06-30 $2.0M 29k 69.98
2022-03-31 $2.3M 28k 84.53
2021-12-31 $2.3M 26k 86.69
2021-09-30 $2.1M 26k 82.56
2021-06-30 $2.0M 25k 81.06
2021-03-31 $1.6M 21k 74.88
2020-12-31 $1.4M 21k 66.77
2020-09-30 $1.4M 12k 113.50
2020-06-30 $1.4M 12k 111.53
2020-03-31 $952k 9.8k 97.33