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iShares Dow Jones US Oil Equip. shares owned by AE Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Oil Equip. (IEZ) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in iShares Dow Jones US Oil Equip.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Oil Equip. held by AE 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 Equip. by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0k 53 19.28
2025-06-30 $899 53 16.96
2025-03-31 $3.3k 169 19.50
2024-12-31 $3.4k 174 19.81
2021-03-31 $1.2M 92k 13.41
2020-06-30 $987k 115k 8.61

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding iShares Dow Jones US Oil Equip.

Morgan Stanley
Commonwealth Equity Services
Van Cleef Asset Management
Stifel Financial
Bnp Paribas Arbitrage, Snc
Amica Mutual Insurance Company
LPL Financial
Brown Advisory Holdings Incorporated
Prospera Financial Services
Ameriprise Financial
Steward Partners Investment Advisory
Kestra Private Wealth Services
Envestnet Asset Management
UBS Group
Royal Bank of Canada

View all funds holding iShares Dow Jones US Oil Equip.