iShares Dow Jones US Energy Sector shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors 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 CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Dow Jones US Energy Sector by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $448k | 10k | 43.75 |
| 2021-09-30 | $253k | 9.0k | 28.21 |
| 2021-06-30 | $261k | 9.0k | 29.10 |
| 2020-12-31 | $217k | 11k | 20.27 |
| 2019-12-31 | $330k | 10k | 32.14 |
| 2018-12-31 | $770k | 25k | 31.15 |
More positions owned by CliftonLarsonAllen Wealth Advisors
View all positions for CliftonLarsonAllen Wealth Advisors
Top funds holding iShares Dow Jones US Energy Sector
View all funds holding iShares Dow Jones US Energy Sector