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iShares Dow Jones US Oil & Gas Exp. shares owned by Focused Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Oil & Gas Exp. (IEO) shares owned by Focused Wealth Management from 13F filings

Historical chart of Focused Wealth Management investment in iShares Dow Jones US Oil & Gas Exp.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Oil & Gas Exp. held by Focused 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 Oil & Gas Exp. by Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.5k 48 93.19
2023-09-30 $4.7k 48 97.52
2023-06-30 $4.1k 48 84.94
2023-03-31 $4.1k 48 85.81
2022-12-31 $4.5k 48 92.85
2022-09-30 $4.0k 48 83.33
2022-06-30 $4.0k 48 83.33
2022-03-31 $4.0k 48 83.33
2021-12-31 $3.0k 48 62.50
2021-09-30 $3.0k 48 62.50
2021-06-30 $14k 251 55.78
2021-03-31 $12k 251 47.81
2020-12-31 $9.0k 251 35.86
2020-09-30 $7.0k 251 27.89
2020-06-30 $8.0k 251 31.87
2020-03-31 $6.0k 251 23.90
2019-12-31 $14k 251 55.78
2019-09-30 $13k 251 51.79
2019-06-30 $14k 251 55.78
2019-03-31 $15k 251 59.76
2018-12-31 $13k 250 52.00
2018-09-30 $23k 303 75.91
2018-06-30 $22k 302 72.85
2018-03-31 $19k 302 62.91
2017-12-31 $23k 349 65.90
2017-09-30 $41k 696 58.91
2017-06-30 $19k 347 54.76
2017-03-31 $24k 386 62.18
2016-12-31 $25k 385 64.94
2016-09-30 $24k 385 62.34
2016-06-30 $22k 385 57.14
2016-03-31 $21k 401 52.37
2015-12-31 $48k 900 53.33
2015-09-30 $105k 1.9k 55.67
2015-06-30 $508k 7.2k 70.74
2015-03-31 $550k 7.5k 73.37
2014-12-31 $561k 7.9k 71.38
2014-09-30 $669k 7.7k 86.94
2014-06-30 $746k 7.7k 97.02
2014-03-31 $640k 7.5k 85.03
2013-12-31 $622k 7.6k 82.28
2013-09-30 $647k 8.3k 77.89

More positions owned by Focused Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Focused Wealth Management

Top funds holding iShares Dow Jones US Oil & Gas Exp.

Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
Citadel Advisors
Royal Bank of Canada
Amica Mutual Insurance Company
Commonwealth Equity Services
Stifel Financial
UBS Group
MinichMacGregor Wealth Management
Two Sigma Investments
Spectrum Wealth Counsel
Bnp Paribas Arbitrage, Snc
Advisor Group Holdings
Raymond James & Associates

View all funds holding iShares Dow Jones US Oil & Gas Exp.