iShares Dow Jones US Financial Svc. shares owned by Lumature Wealth Partners
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Lumature Wealth Partners
from 13F filings
Historical chart of Lumature Wealth Partners investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Lumature Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $23k | 146 | 157.99 |
| 2023-03-31 | $22k | 146 | 150.96 |
| 2022-12-31 | $23k | 146 | 157.52 |
| 2022-09-30 | $28k | 201 | 139.30 |
| 2022-06-30 | $33k | 223 | 147.98 |
| 2022-03-31 | $40k | 223 | 179.37 |
| 2021-12-31 | $44k | 230 | 191.30 |
| 2021-09-30 | $67k | 356 | 188.20 |
| 2021-06-30 | $83k | 448 | 185.27 |
| 2021-03-31 | $104k | 606 | 171.62 |
| 2020-12-31 | $190k | 1.3k | 150.08 |
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