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iShares Dow Jones US Energy Sector shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.1M 22k 47.43
2023-06-30 $1.1M 26k 42.84
2023-03-31 $1.5M 34k 43.74
2022-12-31 $3.0M 64k 46.49
2022-09-30 $2.5M 63k 39.32
2022-06-30 $2.2M 58k 38.12
2022-03-31 $3.1M 77k 40.92
2021-12-31 $2.4M 79k 30.09
2021-09-30 $6.2M 221k 28.26
2021-06-30 $7.6M 263k 29.09
2021-03-31 $1.5M 58k 26.22