iShares Dow Jones US Financial shares owned by First Heartland Consultants
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by First Heartland Consultants
from 13F filings
Historical chart of First Heartland Consultants investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by First Heartland Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.8M | 30k | 95.65 |
| 2023-06-30 | $1.7M | 22k | 74.61 |
| 2023-03-31 | $1.1M | 16k | 71.14 |
| 2022-12-31 | $1.2M | 16k | 75.47 |
| 2019-12-31 | $765k | 5.6k | 137.84 |
| 2018-09-30 | $221k | 1.8k | 121.23 |
| 2018-06-30 | $225k | 1.9k | 117.00 |
| 2018-03-31 | $380k | 3.2k | 117.68 |
| 2017-12-31 | $230k | 1.9k | 119.67 |
| 2017-09-30 | $215k | 1.9k | 111.86 |
| 2017-06-30 | $212k | 2.0k | 107.67 |
| 2017-03-31 | $425k | 4.1k | 104.04 |
| 2016-12-31 | $254k | 2.5k | 101.60 |
| 2013-06-30 | $11k | 150 | 73.33 |
| 2013-03-31 | $10k | 150 | 66.67 |
| 2012-12-31 | $9.0k | 150 | 60.00 |
| 2012-09-30 | $9.0k | 150 | 60.00 |
| 2012-06-30 | $8.0k | 150 | 53.33 |
| 2011-12-31 | $7.0k | 150 | 46.67 |
| 2011-09-30 | $150k | 7.5k | 20.06 |
| 2011-06-30 | $150k | 8.5k | 17.75 |
| 2011-03-31 | $150k | 8.8k | 17.09 |
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