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iShares Dow Jones US Energy Sector shares owned by Gerald Baker Financial Group

Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Gerald Baker Financial Group from 13F filings

Historical chart of Gerald Baker Financial Group investment in iShares Dow Jones US Energy Sector

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All positions including iShares Dow Jones US Energy Sector held by Gerald Baker Financial Group 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 Gerald Baker Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.5M 54k 64.77

More positions owned by Gerald Baker Financial Group

Exxon Mobil Corporation (XOM)
Vanguard Specialized Funds Div App Etf (VIG)
Glacier Ban (GBCI)
National Retail Properties (NNN)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Caterpillar (CAT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Reaves Util Income Com Sh Ben Int (UTG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard World Energy Etf (VDE)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Gerald Baker Financial Group

Top funds holding iShares Dow Jones US Energy Sector

Morgan Stanley
Bank of America Corporation
Green Harvest Asset Management
Wells Fargo & Company
Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
LPL Financial
UBS Group
Royal Bank of Canada
Ameriprise Financial
Bright Rock Capital Management
Mml Investors Services
Banco Santander
Tudor Investment Corporation
Raymond James Financial

View all funds holding iShares Dow Jones US Energy Sector