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iShares Dow Jones US Oil Equip. shares owned by Baystate Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Oil Equip. (IEZ) shares owned by Baystate Wealth Management from 13F filings

Historical chart of Baystate Wealth Management investment in iShares Dow Jones US Oil Equip.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Oil Equip. held by Baystate 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 Equip. by Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $58k 2.7k 21.92
2023-09-30 $63k 2.6k 24.04
2023-06-30 $65k 3.2k 20.12
2023-03-31 $70k 3.6k 19.32
2022-12-31 $77k 3.6k 21.24
2022-09-30 $52k 3.6k 14.37

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding iShares Dow Jones US Oil Equip.

Advisor Group Holdings
Royal Bank of Canada
Wells Fargo & Company
Stifel Financial
Bank of America Corporation
SPC Financial
Advisory Services Network
Goldman Sachs Group
Allianz Asset Management
Prospera Financial Services
Amica Mutual Insurance Company
Van Cleef Asset Management
Well Done
Cadent Capital Advisors
UBS Group

View all funds holding iShares Dow Jones US Oil Equip.