iShares Dow Jones U.S. Index Fund shares owned by Ballew Advisors
Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Ballew Advisors
from 13F filings
Historical chart of Ballew Advisors investment in iShares Dow Jones U.S. Index Fund
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Quarterly reported holdings in iShares Dow Jones U.S. Index Fund by Ballew Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $612k | 4.9k | 125.75 |
| 2023-12-31 | $565k | 4.9k | 116.06 |
| 2023-09-30 | $644k | 6.2k | 103.67 |
| 2023-06-30 | $779k | 7.2k | 108.36 |
| 2023-03-31 | $767k | 7.2k | 106.59 |
| 2022-12-31 | $883k | 9.1k | 97.23 |
| 2022-09-30 | $803k | 9.1k | 88.39 |
| 2022-06-30 | $840k | 9.1k | 92.46 |
| 2022-03-31 | $992k | 9.1k | 109.19 |
| 2021-12-31 | $1.1M | 9.2k | 114.70 |
| 2021-09-30 | $1.0M | 9.4k | 109.97 |
| 2021-06-30 | $1.1M | 9.8k | 109.42 |
| 2021-03-31 | $2.0M | 20k | 101.01 |
| 2020-12-31 | $935k | 9.8k | 95.79 |
| 2020-09-30 | $673k | 4.0k | 169.52 |
| 2020-06-30 | $617k | 4.0k | 155.42 |
| 2020-03-31 | $542k | 4.3k | 126.05 |
| 2019-12-31 | $735k | 4.5k | 161.89 |
| 2019-09-30 | $651k | 4.5k | 143.39 |
| 2019-06-30 | $695k | 4.6k | 149.78 |
| 2019-03-31 | $679k | 4.6k | 146.34 |
| 2018-12-31 | $666k | 4.9k | 135.37 |
| 2018-09-30 | $664k | 5.0k | 132.19 |
| 2018-06-30 | $698k | 5.1k | 136.27 |
| 2018-03-31 | $797k | 6.0k | 132.13 |
| 2017-12-31 | $704k | 5.3k | 133.56 |
Top funds holding iShares Dow Jones U.S. Index Fund
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