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iShares Dow Jones US Energy Sector shares owned by Journey Strategic Wealth

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

Historical chart of Journey Strategic Wealth investment in iShares Dow Jones US Energy Sector

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All positions including iShares Dow Jones US Energy Sector held by Journey Strategic Wealth 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 Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 23k 47.52
2025-06-30 $1.0M 23k 45.22
2025-03-31 $783k 16k 49.30
2024-12-31 $617k 14k 45.57
2024-09-30 $680k 15k 46.34
2024-06-30 $645k 13k 48.00
2024-03-31 $497k 10k 49.40
2023-12-31 $330k 7.5k 44.12
2023-03-31 $242k 5.5k 43.75
2022-12-31 $1.8M 39k 46.49
2022-09-30 $1.5M 37k 40.82
2022-06-30 $2.2M 57k 38.12
2021-12-31 $3.1M 102k 30.10