iShares Dow Jones US Financial shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $457k | 4.8k | 95.66 |
| 2023-12-31 | $409k | 4.8k | 85.41 |
| 2023-09-30 | $578k | 7.7k | 74.76 |
| 2023-06-30 | $597k | 8.0k | 74.61 |
| 2023-03-31 | $566k | 8.0k | 71.14 |
| 2022-12-31 | $433k | 5.7k | 75.47 |
| 2022-09-30 | $441k | 6.5k | 67.56 |
| 2022-06-30 | $946k | 14k | 69.97 |
| 2022-03-31 | $709k | 8.4k | 84.53 |
| 2021-12-31 | $703k | 8.1k | 86.74 |
| 2021-09-30 | $678k | 8.2k | 82.58 |
| 2021-06-30 | $682k | 8.4k | 81.00 |
| 2021-03-31 | $653k | 8.7k | 74.84 |
| 2020-12-31 | $544k | 8.1k | 66.76 |
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