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iShares Dow Jones US Consumer Goods shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Consumer Goods (IYK) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private Wealth Management 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 Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Consumer Goods by Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $328k 4.9k 67.63
2023-12-31 $310k 1.6k 191.71
2023-09-30 $292k 1.6k 180.60
2023-06-30 $324k 1.6k 200.29
2023-03-31 $442k 2.2k 199.23
2022-12-31 $450k 2.2k 202.78
2022-09-30 $399k 2.2k 179.97
2022-06-30 $432k 2.2k 194.86
2022-03-31 $444k 2.2k 200.27
2021-12-31 $444k 2.2k 200.27
2021-09-30 $398k 2.2k 179.52
2021-06-30 $408k 2.2k 184.03
2021-03-31 $392k 2.2k 176.82
2020-12-31 $384k 2.2k 173.21
2020-09-30 $331k 2.2k 149.30
2020-06-30 $283k 2.2k 127.65
2020-03-31 $240k 2.2k 108.25
2019-12-31 $295k 2.2k 133.06
2019-09-30 $281k 2.2k 126.75
2019-06-30 $269k 2.2k 121.34
2019-03-31 $265k 2.2k 119.53
2018-12-31 $236k 2.2k 106.45

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Apple Stock (AAPL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Health Care Select Sector Spdr Fund Etf (XLV)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

Top funds holding iShares Dow Jones US Consumer Goods

Green Harvest Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Northwestern Mutual Wealth Management Company
UBS Group
Ameriprise Financial
Wells Fargo & Company
Cambridge Investment Research Advisors
Goldman Sachs Group
Commonwealth Equity Services
Bellwether Advisors
Advisor Group Holdings
Cetera Investment Advisers
49 Wealth Management

View all funds holding iShares Dow Jones US Consumer Goods