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iShares Dow Jones US Energy Sector shares owned by Holistic Financial Partners

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

Historical chart of Holistic Financial Partners investment in iShares Dow Jones US Energy Sector

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All positions including iShares Dow Jones US Energy Sector held by Holistic Financial Partners 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 Holistic Financial Partners

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$251k	3.9k	64.77

More positions owned by Holistic Financial Partners

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View all positions for Holistic Financial Partners

Top funds holding iShares Dow Jones US Energy Sector

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View all funds holding iShares Dow Jones US Energy Sector

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