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iShares Dow Jones US Energy Sector shares owned by Detalus Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Detalus Advisors from 13F filings

Historical chart of Detalus Advisors investment in iShares Dow Jones US Energy Sector

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Energy Sector held by Detalus Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Detalus Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $281k 5.7k 49.40
2023-12-31 $446k 10k 44.12
2022-12-31 $1.4M 31k 46.49
2022-09-30 $1.3M 33k 39.30

More positions owned by Detalus Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ishares Tr S&p 100 Etf (OEF)
Equifax (EFX)
Byline Ban (BY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Us Bancorp Del Com New (USB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)

View all positions for Detalus Advisors

Top funds holding iShares Dow Jones US Energy Sector

Bank of America Corporation
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Royal Bank of Canada
LPL Financial
Bright Rock Capital Management
Jpmorgan Chase & Co
Crestwood Advisors
Prospera Financial Services
Advisor Group Holdings
Raymond James Financial Services Advisors
Mariner Wealth Advisors
Commonwealth Equity Services
Amg National Trust Bank

View all funds holding iShares Dow Jones US Energy Sector