iShares Dow Jones US Energy Sector shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $405k | 8.2k | 49.40 |
| 2023-12-31 | $347k | 7.9k | 44.12 |
| 2023-09-30 | $373k | 7.9k | 47.43 |
| 2023-06-30 | $316k | 7.4k | 42.84 |
| 2023-03-31 | $323k | 7.4k | 43.75 |
| 2022-12-31 | $408k | 8.8k | 46.49 |
| 2022-09-30 | $256k | 6.5k | 39.17 |
| 2022-06-30 | $241k | 6.3k | 38.00 |
| 2022-03-31 | $675k | 16k | 43.41 |
| 2021-12-31 | $642k | 21k | 30.06 |
| 2021-09-30 | $751k | 27k | 28.24 |
| 2021-06-30 | $723k | 25k | 29.08 |
| 2021-03-31 | $508k | 19k | 26.23 |
| 2020-12-31 | $218k | 11k | 20.22 |
| 2020-09-30 | $160k | 10k | 15.95 |
| 2020-06-30 | $162k | 8.1k | 20.00 |
| 2020-03-31 | $123k | 8.1k | 15.19 |
| 2018-09-30 | $12M | 275k | 42.20 |
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