iShares Dow Jones US Consumer Goods shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of iShares Dow Jones US Consumer Goods (IYK) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in iShares Dow Jones US Consumer Goods
Tip: Access up to 7 years of quarterly data
All positions including iShares Dow Jones US Consumer Goods held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Dow Jones US Consumer Goods by Beacon Financial Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $351k | 5.2k | 67.62 |
2023-12-31 | $489k | 2.5k | 191.74 |
2023-09-30 | $469k | 2.5k | 186.49 |
2023-06-30 | $470k | 2.3k | 200.26 |
2023-03-31 | $465k | 2.3k | 199.25 |
2022-12-31 | $369k | 1.8k | 202.80 |
2022-09-30 | $334k | 1.9k | 179.67 |
2022-06-30 | $361k | 1.9k | 194.92 |
2022-03-31 | $370k | 1.8k | 200.32 |
2021-12-31 | $322k | 1.6k | 200.12 |
2021-09-30 | $288k | 1.6k | 179.66 |
2021-06-30 | $294k | 1.6k | 183.86 |
2021-03-31 | $283k | 1.6k | 177.32 |
2020-12-31 | $276k | 1.6k | 173.26 |
2020-09-30 | $223k | 1.5k | 148.67 |
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