iShares Dow Jones US Energy Sector shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $499k | 11k | 47.53 |
| 2025-09-30 | $497k | 11k | 47.52 |
| 2025-06-30 | $453k | 10k | 45.22 |
| 2025-03-31 | $436k | 8.8k | 49.30 |
| 2024-12-31 | $364k | 8.0k | 45.57 |
| 2024-09-30 | $364k | 7.9k | 46.34 |
| 2024-06-30 | $332k | 6.9k | 48.00 |
| 2024-03-31 | $341k | 6.9k | 49.40 |
| 2023-12-31 | $323k | 7.3k | 44.12 |
| 2023-09-30 | $360k | 7.6k | 47.43 |
| 2023-06-30 | $311k | 7.3k | 42.84 |
| 2023-03-31 | $332k | 7.6k | 43.75 |
| 2022-12-31 | $319k | 6.9k | 46.49 |
| 2022-09-30 | $332k | 8.4k | 39.30 |
| 2022-06-30 | $292k | 7.7k | 38.08 |
| 2022-03-31 | $336k | 8.2k | 40.93 |
| 2021-12-31 | $253k | 8.4k | 30.10 |
| 2021-09-30 | $210k | 7.4k | 28.31 |
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