iShares Dow Jones US Energy Sector shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $280k | 5.9k | 47.52 |
| 2025-06-30 | $266k | 5.9k | 45.22 |
| 2025-03-31 | $311k | 6.3k | 49.30 |
| 2024-12-31 | $268k | 5.9k | 45.57 |
| 2024-09-30 | $273k | 5.9k | 46.34 |
| 2024-06-30 | $283k | 5.9k | 48.00 |
| 2024-03-31 | $291k | 5.9k | 49.40 |
| 2023-12-31 | $260k | 5.9k | 44.12 |
| 2023-09-30 | $279k | 5.9k | 47.43 |
| 2023-03-31 | $258k | 5.9k | 43.75 |
| 2022-12-31 | $274k | 5.9k | 46.49 |
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