iShares Dow Jones US Energy Sector shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $438k | 9.4k | 46.34 |
| 2024-06-30 | $472k | 9.8k | 48.00 |
| 2024-03-31 | $554k | 11k | 49.40 |
| 2023-12-31 | $750k | 17k | 44.12 |
| 2023-09-30 | $445k | 9.4k | 47.43 |
| 2023-06-30 | $439k | 10k | 43.15 |
| 2023-03-31 | $595k | 14k | 43.75 |
| 2022-12-31 | $1.2M | 25k | 46.49 |
| 2022-09-30 | $1.1M | 26k | 44.20 |
| 2022-06-30 | $2.0M | 53k | 38.12 |
| 2022-03-31 | $2.8M | 69k | 40.91 |
| 2021-12-31 | $1.4M | 48k | 30.11 |
| 2021-09-30 | $1.1M | 38k | 28.27 |
| 2021-06-30 | $970k | 33k | 29.10 |
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