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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Energy Sector held by Cassaday & Co 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 Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
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