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iShares Dow Jones US Energy Sector shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole 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 J.w. Cole 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 J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 32k 44.12
2023-03-31 $492k 11k 43.75
2022-03-31 $11k 112k 0.10
2020-09-30 $195k 12k 15.92

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for J.w. Cole Advisors

Top funds holding iShares Dow Jones US Energy Sector

Bank of America Corporation
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Jpmorgan Chase & Co
Royal Bank of Canada
Bright Rock Capital Management
Crestwood Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Prospera Financial Services
Commonwealth Equity Services
Mariner Wealth Advisors
Raymond James & Associates
Amg National Trust Bank

View all funds holding iShares Dow Jones US Energy Sector