iShares Dow Jones US Financial shares owned by Stonebridge Financial Planning Group
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Stonebridge Financial Planning Group
from 13F filings
Historical chart of Stonebridge Financial Planning Group investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by Stonebridge Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $431k | 4.5k | 95.65 |
| 2023-12-31 | $414k | 4.9k | 85.41 |
| 2023-09-30 | $562k | 7.5k | 74.76 |
| 2023-06-30 | $806k | 11k | 74.61 |
| 2023-03-31 | $939k | 13k | 71.14 |
| 2022-12-31 | $804k | 11k | 75.47 |
| 2022-09-30 | $581k | 8.6k | 67.61 |
| 2022-06-30 | $602k | 8.6k | 69.93 |
| 2022-03-31 | $851k | 10k | 84.53 |
| 2021-12-31 | $837k | 9.8k | 85.46 |
| 2021-09-30 | $766k | 8.5k | 90.29 |
| 2021-06-30 | $693k | 8.4k | 82.58 |
| 2021-03-31 | $637k | 8.2k | 77.52 |
| 2020-12-31 | $553k | 8.3k | 66.81 |
| 2020-09-30 | $486k | 4.1k | 117.42 |
| 2020-06-30 | $752k | 6.8k | 110.10 |
| 2020-03-31 | $799k | 7.7k | 104.28 |
| 2019-12-31 | $1.2M | 8.6k | 137.75 |
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