iShares Dow Jones US Energy Sector shares owned by Appleton Partners
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $303k | 6.5k | 46.34 |
| 2024-06-30 | $319k | 6.6k | 48.05 |
| 2024-03-31 | $328k | 6.6k | 49.41 |
| 2023-12-31 | $293k | 6.6k | 44.13 |
| 2023-09-30 | $315k | 6.6k | 47.45 |
| 2023-06-30 | $284k | 6.6k | 42.78 |
| 2023-03-31 | $290k | 6.6k | 43.68 |
| 2022-12-31 | $309k | 6.6k | 46.54 |
| 2022-09-30 | $261k | 6.6k | 39.31 |
| 2022-06-30 | $235k | 6.2k | 38.12 |
| 2022-03-31 | $256k | 6.3k | 40.87 |
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