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iShares Dow Jones US Energy Sector shares owned by Family Asset Management

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

Historical chart of Family Asset Management 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 Family Asset 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 Family Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $177k 4.0k 44.12
2023-09-30 $240k 5.1k 47.43
2023-06-30 $321k 7.5k 42.84
2023-03-31 $548k 13k 43.75
2022-12-31 $223k 4.8k 46.49

More positions owned by Family Asset Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Mbs Etf (MBB)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Family Asset Management

Top funds holding iShares Dow Jones US Energy Sector

Bank of America Corporation
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Jpmorgan Chase & Co
Royal Bank of Canada
Bright Rock Capital Management
Crestwood Advisors
Advisor Group Holdings
Prospera Financial Services
Raymond James Financial Services Advisors
Commonwealth Equity Services
Mariner Wealth Advisors
Amg National Trust Bank
Bellwether Advisors

View all funds holding iShares Dow Jones US Energy Sector