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

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

Historical chart of Forte 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 Forte 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 Forte Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 47k 44.12
2023-09-30 $2.3M 48k 47.76
2023-06-30 $2.1M 50k 42.84
2023-03-31 $2.5M 58k 43.75
2022-12-31 $2.7M 58k 46.49
2022-09-30 $1.7M 44k 39.31
2022-06-30 $1.8M 47k 38.12

More positions owned by Forte Asset Management

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Gold Miners Etf (GDX)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Forte 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