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iShares Dow Jones US Energy Sector shares owned by Arkadios Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Arkadios Wealth Advisors from 13F filings

Historical chart of Arkadios Wealth Advisors 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 Arkadios Wealth Advisors 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 Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $353k 7.2k 49.40
2023-12-31 $304k 6.9k 44.12
2023-09-30 $352k 7.4k 47.43
2023-06-30 $331k 7.7k 42.84
2023-03-31 $329k 7.5k 43.75
2022-12-31 $373k 8.0k 46.49
2022-09-30 $308k 7.8k 39.37
2022-06-30 $279k 7.3k 38.09
2022-03-31 $293k 7.2k 40.96
2021-09-30 $45k 1.6k 28.07
2021-06-30 $67k 2.3k 28.99
2021-03-31 $23k 890 25.84
2020-12-31 $3.0k 180 16.67
2020-09-30 $2.9k 180 16.18
2020-06-30 $3.5k 180 19.46
2019-12-31 $291 10 29.10