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iShares Dow Jones US Energy Sector shares owned by Biltmore Capital Advisors

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

Historical chart of Biltmore Capital 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 Biltmore Capital 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 Biltmore Capital Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $3.2M 105k 30.10
2021-09-30 $3.0M 106k 28.26
2021-06-30 $4.0M 139k 29.09
2021-03-31 $2.4M 92k 26.23

More positions owned by Biltmore Capital Advisors

United Parcel Service CL B (UPS)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Biltmore Capital Advisors

Top funds holding iShares Dow Jones US Energy Sector

Bank of America Corporation
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Jpmorgan Chase & Co
Royal Bank of Canada
Bright Rock Capital Management
Crestwood Advisors
Advisor Group Holdings
Prospera Financial Services
Raymond James Financial Services Advisors
Mariner Wealth Advisors
Commonwealth Equity Services
Amg National Trust Bank
Bellwether Advisors

View all funds holding iShares Dow Jones US Energy Sector