iShares Dow Jones US Financial shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in iShares Dow Jones US Financial
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Quarterly reported holdings in iShares Dow Jones US Financial by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.2M | 86k | 95.65 |
| 2023-12-31 | $7.6M | 89k | 85.41 |
| 2023-09-30 | $8.6M | 116k | 74.76 |
| 2023-06-30 | $8.6M | 115k | 74.61 |
| 2023-03-31 | $8.2M | 115k | 71.14 |
| 2022-12-31 | $8.8M | 116k | 75.47 |
| 2022-09-30 | $7.3M | 108k | 67.55 |
| 2022-06-30 | $6.8M | 97k | 69.98 |
| 2022-03-31 | $8.5M | 100k | 84.53 |
| 2021-12-31 | $8.5M | 98k | 86.69 |
| 2021-09-30 | $7.6M | 92k | 82.55 |
| 2021-06-30 | $6.7M | 83k | 81.04 |
| 2021-03-31 | $6.2M | 83k | 74.87 |
| 2020-12-31 | $5.1M | 76k | 66.77 |
| 2020-09-30 | $4.1M | 36k | 113.48 |
| 2020-06-30 | $4.0M | 36k | 110.15 |
| 2020-03-31 | $3.5M | 36k | 97.28 |
| 2019-12-31 | $5.5M | 40k | 137.46 |
| 2019-09-30 | $5.1M | 39k | 128.72 |
| 2019-06-30 | $5.1M | 40k | 125.60 |
| 2019-03-31 | $1.4M | 12k | 118.11 |
| 2018-12-31 | $1.3M | 12k | 106.40 |
| 2018-09-30 | $9.2M | 76k | 121.47 |
| 2018-06-30 | $14M | 121k | 117.19 |
| 2018-03-31 | $18M | 155k | 117.81 |
| 2017-12-31 | $13M | 110k | 119.91 |
| 2017-09-30 | $16M | 145k | 112.12 |
| 2017-06-30 | $18M | 167k | 107.52 |
| 2017-03-31 | $13M | 126k | 104.05 |
| 2016-12-31 | $11M | 113k | 101.46 |
| 2016-09-30 | $36M | 401k | 90.00 |
| 2016-06-30 | $21M | 243k | 86.00 |
| 2016-03-31 | $403k | 4.8k | 84.66 |
| 2015-12-31 | $27M | 302k | 88.38 |
| 2015-09-30 | $1.4M | 17k | 84.12 |
| 2015-06-30 | $24M | 264k | 89.74 |
| 2015-03-31 | $25M | 285k | 88.74 |
| 2014-12-31 | $26M | 290k | 90.20 |
| 2014-09-30 | $25M | 297k | 83.72 |
| 2014-03-31 | $395k | 4.8k | 81.78 |
| 2013-09-30 | $377k | 5.1k | 73.22 |
| 2011-03-31 | $385k | 6.5k | 59.06 |
| 2010-12-31 | $339k | 5.9k | 57.47 |
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