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iShares Dow Jones US Oil Equip. shares owned by Waldron

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

Historical chart of Waldron investment in iShares Dow Jones US Oil Equip.

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All positions including iShares Dow Jones US Oil Equip. held by Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $440k 20k 21.88
2023-09-30 $550k 23k 24.10
2023-06-30 $501k 25k 20.10
2023-03-31 $481k 25k 19.30
2022-12-31 $388k 27k 14.37
2022-09-30 $388k 27k 14.37
2022-06-30 $528k 33k 15.95
2022-03-31 $638k 33k 19.27

More positions owned by Waldron

iShares Russell 1000 Growth Index (IWF)
Ishares Core Intl Stock Etf core (IXUS)
Vanguard Value ETF (VTV)
iShares Russell 1000 Value Index (IWD)
Vanguard Growth ETF (VUG)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL)
Spdr S&p 500 Etf (SPY)
Vanguard Scottsdale Fds vng rus1000grw (VONG)
iShares Russell 2000 Value Index (IWN)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
iShares S&P Global Infrastructure Index (IGF)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Waldron

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.