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iShares Dow Jones US Oil & Gas Exp. shares owned by Altus Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Oil & Gas Exp. (IEO) shares owned by Altus Wealth Management from 13F filings

Historical chart of Altus Wealth Management investment in iShares Dow Jones US Oil & Gas Exp.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Oil & Gas Exp. held by Altus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Oil & Gas Exp. by Altus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $11M 114k 94.58
2024-12-31 $9.6M 108k 89.63
2024-09-30 $9.5M 104k 91.45
2024-06-30 $10M 103k 99.52

More positions owned by Altus Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Expanded Tech (IGV)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Ishares Tr Investment Grade (IGEB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard World Inf Tech Etf (VGT)
Procter & Gamble Company (PG)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Altus Wealth Management

Top funds holding iShares Dow Jones US Oil & Gas Exp.

Morgan Stanley
Wells Fargo & Company
LPL Financial
EP Wealth Advisors
Two Sigma Investments
Envestnet Asset Management
Ameriprise Financial
Susquehanna International
Commonwealth Equity Services
National Asset Management
Mml Investors Services
Royal Bank of Canada
Amica Mutual Insurance Company
Citadel Advisors
UBS Group

View all funds holding iShares Dow Jones US Oil & Gas Exp.