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iShares Dow Jones US Oil & Gas Exp. shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Oil & Gas Exp. (IEO) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors 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 New England Capital Financial Advisors 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 New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $21k 225 93.19
2023-09-30 $22k 225 97.53
2023-06-30 $19k 225 84.93
2023-03-31 $19k 225 85.81
2022-12-31 $22k 225 96.52

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for New England Capital Financial Advisors

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.