iShares Dow Jones US Energy Sector shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $166k | 3.5k | 47.43 |
| 2023-06-30 | $172k | 4.0k | 42.84 |
| 2023-03-31 | $176k | 4.0k | 43.75 |
| 2022-06-30 | $3.2M | 83k | 38.12 |
| 2022-03-31 | $6.3M | 155k | 40.92 |
| 2021-12-31 | $4.1M | 136k | 30.10 |
| 2021-09-30 | $4.1M | 145k | 28.26 |
| 2021-06-30 | $5.5M | 190k | 29.09 |
| 2021-03-31 | $3.7M | 142k | 26.23 |
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