Icon Wealth Advisors »

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

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

Historical chart of Icon 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 Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Energy Sector by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $121k 2.6k 46.34
2024-03-31 $144k 2.9k 49.39
2023-12-31 $153k 3.5k 44.12
2022-12-31 $1.9M 42k 46.49
2022-09-30 $1.8M 47k 39.30