iShares Dow Jones US Basic Mater. shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of iShares Dow Jones US Basic Mater. (IYM) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in iShares Dow Jones US Basic Mater.
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All positions including iShares Dow Jones US Basic Mater. held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Dow Jones US Basic Mater. by TrinityPoint Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $217k | 1.5k | 147.73 |
2023-12-31 | $210k | 1.5k | 138.16 |
2023-09-30 | $202k | 1.6k | 126.32 |
2023-06-30 | $212k | 1.6k | 133.05 |
2023-03-31 | $267k | 2.0k | 132.53 |
2022-12-31 | $269k | 2.2k | 124.77 |
2022-09-30 | $242k | 2.2k | 108.08 |
2022-06-30 | $328k | 2.8k | 117.60 |
2022-03-31 | $509k | 3.4k | 149.62 |
2021-12-31 | $850k | 6.1k | 140.26 |
2021-09-30 | $241k | 1.9k | 124.42 |
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