iShares Dow Jones US Energy Sector shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $740k | 16k | 47.53 |
| 2025-06-30 | $221k | 4.9k | 45.22 |
| 2025-03-31 | $241k | 4.9k | 49.30 |
| 2024-12-31 | $224k | 4.9k | 45.57 |
| 2024-03-31 | $247k | 5.0k | 49.40 |
| 2023-12-31 | $223k | 5.1k | 44.12 |
| 2023-09-30 | $243k | 5.1k | 47.43 |
| 2023-06-30 | $220k | 5.1k | 42.84 |
| 2023-03-31 | $236k | 5.4k | 43.75 |
| 2022-12-31 | $236k | 5.1k | 46.49 |
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