Capital A Wealth Management »

iShares Dow Jones US Energy Sector shares owned by Capital A Wealth Management

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

Historical chart of Capital A Wealth Management 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 Capital A Wealth Management 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 Capital A Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $971 22 44.14
2025-03-31 $28k 573 49.30
2024-12-31 $25k 553 45.57

More positions owned by Capital A Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
PNC Financial Services (PNC)
Huntington Bancshares Incorporated (HBAN)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Meta Platforms Cl A (META)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Capital A Wealth Management

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
Royal Bank of Canada
Bright Rock Capital Management
Mml Investors Services
Banco Santander
Raymond James Financial
Summit Financial Consulting
Mariner Wealth Advisors
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding iShares Dow Jones US Energy Sector