iShares Dow Jones US Energy Sector shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $446k | 10k | 44.12 |
| 2023-09-30 | $510k | 11k | 47.43 |
| 2023-06-30 | $485k | 11k | 42.84 |
| 2023-03-31 | $522k | 12k | 43.75 |
| 2022-12-31 | $746k | 16k | 46.49 |
| 2022-09-30 | $859k | 19k | 46.53 |
| 2022-06-30 | $4.6M | 121k | 38.12 |
| 2022-03-31 | $6.0M | 146k | 40.92 |
| 2021-12-31 | $4.6M | 152k | 30.10 |
| 2021-09-30 | $4.0M | 143k | 28.26 |
| 2021-06-30 | $3.3M | 114k | 29.09 |
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