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iShares Dow Jones US Energy Sector shares owned by Bravera Wealth

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

Historical chart of Bravera Wealth 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 Bravera Wealth 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 Bravera Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $63k 969 64.77
2025-12-31 $46k 969 47.53

More positions owned by Bravera Wealth

Vanguard 500 Index ETF S&p 500 Etf Shs (VOO)
Schwab U.S. Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Vanguard Value Index ETF Value Etf (VTV)
Fidelity Enhanced International ETF Enhanced Intl (FENI)
Fidelity SMID Multifactor ETF Sml Mid Mltfct (FSMD)
First Trust SMID Cap Rising Dividend Achievers ETF Smid Risng Etf (SDVY)
Avantis U.S. Small Cap Value ETF Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
First Trust Rising Dividend Achievers ETF Risng Divd Achiv (RDVY)
Schwab Fundamental U.S. Large Company ETF Fundamental Us L (FNDX)
Capital Group Dividend Value ETF Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Vanguard Developed Markets Index FTSE ETF Van Ftse Dev Mkt (VEA)
Global X Adaptive U.S. Factor ETF Adaptive Us (AUSF)
SPDR S&P Dividend ETF State Street Spd (SDY)

View all positions for Bravera Wealth

Top funds holding iShares Dow Jones US Energy Sector

Green Harvest Asset Management
Wells Fargo & Company
Goldman Sachs Group
UBS Group
LPL Financial
Ameriprise Financial
Bright Rock Capital Management
Mml Investors Services
Banco Santander
Raymond James Financial
Mariner Wealth Advisors
Commonwealth Equity Services
Advisor Group Holdings
Amg National Trust Bank
Cetera Investment Advisers

View all funds holding iShares Dow Jones US Energy Sector