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iShares Dow Jones US Energy Sector shares owned by Matrix Private Capital Group

Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Matrix Private Capital Group from 13F filings

Historical chart of Matrix Private Capital Group 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 Matrix Private Capital Group 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 Matrix Private Capital Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $90k 1.9k 47.76
2023-06-30 $81k 1.9k 42.84
2023-03-31 $83k 1.9k 43.75

More positions owned by Matrix Private Capital Group

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Eaton Vance Tax Managed Diversified Eq. (ETY)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Chevron Corporation (CVX)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Pfd And Incm Sec (PFF)

View all positions for Matrix Private Capital Group

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