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

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

Historical chart of Kingsview 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 Kingsview 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 Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 46k 21.92
2023-09-30 $2.5M 102k 24.04
2023-06-30 $2.1M 104k 20.12
2023-03-31 $1.4M 71k 19.32

More positions owned by Kingsview Wealth Management

Apple (AAPL)
Northern Lts Fd Tr Iv Monarch Procap (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Monarch Ambasadr (MAMB)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Innovator Etfs Tr Laderd Alctn Pwr (BUFF)

View all positions for Kingsview 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.