iShares Dow Jones US Energy Sector shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in iShares Dow Jones US Energy Sector
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All positions including iShares Dow Jones US Energy Sector held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Dow Jones US Energy Sector by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $373k | 8.3k | 45.22 |
| 2025-03-31 | $416k | 8.4k | 49.30 |
| 2024-12-31 | $352k | 7.7k | 45.57 |
| 2024-09-30 | $427k | 9.2k | 46.34 |
| 2024-06-30 | $451k | 9.4k | 48.00 |
| 2024-03-31 | $441k | 8.9k | 49.40 |
| 2023-12-31 | $417k | 9.5k | 44.12 |
| 2023-09-30 | $485k | 10k | 47.43 |
| 2023-06-30 | $789k | 18k | 42.84 |
| 2023-03-31 | $837k | 19k | 43.75 |
| 2022-12-31 | $1.5M | 32k | 46.49 |
| 2022-09-30 | $1.2M | 30k | 39.30 |
| 2022-06-30 | $1.7M | 45k | 38.12 |
| 2022-03-31 | $2.2M | 55k | 40.88 |
| 2021-12-31 | $1.4M | 46k | 30.10 |
| 2021-09-30 | $1.1M | 39k | 28.27 |
| 2021-06-30 | $663k | 23k | 29.01 |
| 2021-03-31 | $329k | 13k | 25.83 |
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