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iShares Dow Jones US Energy Sector shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors 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 Heartwood Wealth Advisors 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 Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $968k 22k 44.12
2023-09-30 $1.0M 22k 47.43
2023-06-30 $919k 22k 42.84
2023-03-31 $922k 21k 43.75
2022-12-31 $926k 20k 46.49
2022-09-30 $970k 25k 39.31
2022-06-30 $881k 23k 38.11
2022-03-31 $936k 23k 40.90
2021-12-31 $905k 30k 30.11
2021-09-30 $779k 28k 28.27
2021-06-30 $829k 29k 29.09
2021-03-31 $558k 21k 26.24
2020-12-31 $335k 17k 20.23
2020-09-30 $238k 15k 15.99
2020-06-30 $255k 13k 19.99