iShares Dow Jones US Energy Sector shares owned by Crestwood Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 36k | 47.52 |
| 2025-06-30 | $8.1M | 179k | 45.22 |
| 2025-03-31 | $11M | 221k | 49.30 |
| 2024-12-31 | $10M | 226k | 45.57 |
| 2024-09-30 | $11M | 235k | 46.34 |
| 2024-06-30 | $12M | 242k | 48.00 |
| 2024-03-31 | $12M | 245k | 49.40 |
| 2023-12-31 | $11M | 253k | 44.12 |
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