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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Energy Sector held by Cypress Wealth Services 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 Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
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