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iShares Dow Jones US Energy Sector shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth 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 Icon Wealth 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $144k 2.9k 49.39
2023-12-31 $153k 3.5k 44.12
2022-12-31 $1.9M 42k 46.49
2022-09-30 $1.8M 47k 39.30

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View all positions for Icon Wealth Advisors

Top funds holding iShares Dow Jones US Energy Sector

Morgan Stanley
Bank of America Corporation
Green Harvest Asset Management
Wells Fargo & Company
Goldman Sachs Group
UBS Group
Royal Bank of Canada
LPL Financial
Bright Rock Capital Management
Jpmorgan Chase & Co
Crestwood Advisors
Ameriprise Financial
Prospera Financial Services
Advisor Group Holdings
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones US Energy Sector