iShares Dow Jones US Energy Sector shares owned by Financial Partners Group
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Financial Partners Group
from 13F filings
Historical chart of Financial Partners Group investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Financial Partners Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $630k | 14k | 44.12 |
| 2023-09-30 | $663k | 15k | 43.35 |
| 2023-06-30 | $735k | 16k | 45.85 |
| 2023-03-31 | $679k | 16k | 43.75 |
| 2022-12-31 | $760k | 16k | 47.44 |
| 2022-09-30 | $700k | 18k | 39.31 |
| 2022-06-30 | $705k | 19k | 38.10 |
| 2022-03-31 | $843k | 21k | 40.90 |
| 2021-12-31 | $714k | 20k | 35.01 |
| 2021-09-30 | $565k | 20k | 28.26 |
| 2021-06-30 | $597k | 21k | 29.07 |
| 2021-03-31 | $453k | 17k | 26.25 |
| 2020-12-31 | $388k | 17k | 22.59 |
| 2020-09-30 | $304k | 19k | 15.97 |
| 2020-06-30 | $362k | 18k | 20.04 |
| 2020-03-31 | $222k | 15k | 14.57 |
| 2019-12-31 | $393k | 13k | 29.51 |
| 2019-09-30 | $399k | 13k | 31.79 |
| 2019-06-30 | $428k | 12k | 34.39 |
| 2019-03-31 | $456k | 13k | 36.06 |
| 2018-12-31 | $427k | 14k | 31.13 |
| 2018-09-30 | $1.1M | 26k | 41.95 |
| 2018-06-30 | $1.3M | 30k | 41.95 |
| 2018-03-31 | $1.2M | 31k | 36.95 |
| 2017-12-31 | $1.3M | 33k | 39.65 |
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