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iShares Dow Jones US Energy Sector shares owned by Cassady Schiller Wealth Management

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

Historical chart of Cassady Schiller Wealth Management investment in iShares Dow Jones US Energy Sector

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All positions including iShares Dow Jones US Energy Sector held by Cassady Schiller 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 Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $72k 1.6k 46.34
2024-06-30 $84k 1.8k 48.00
2024-03-31 $87k 1.8k 49.40
2023-12-31 $77k 1.8k 44.12
2023-09-30 $83k 1.8k 47.43
2023-06-30 $75k 1.8k 42.84
2023-03-31 $68k 1.6k 43.75
2022-12-31 $72k 1.6k 46.49
2021-12-31 $47k 1.6k 30.32