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iShares Dow Jones US Energy Sector shares owned by KKM Financial

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

Historical chart of KKM Financial investment in iShares Dow Jones US Energy Sector

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All positions including iShares Dow Jones US Energy Sector held by KKM Financial 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 KKM Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 23k 46.34
2024-03-31 $1.1M 23k 49.40
2023-12-31 $996k 23k 44.12

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NVIDIA Corporation (NVDA)
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Ishares Tr U.s. Tech Etf (IYW)

View all positions for KKM Financial

Top funds holding iShares Dow Jones US Energy Sector

Green Harvest Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
UBS Group
Royal Bank of Canada
LPL Financial
Bright Rock Capital Management
Ferguson Wellman Capital Management
Jpmorgan Chase & Co
Crestwood Advisors
Ameriprise Financial
Envestnet Asset Management
Raymond James Financial Services Advisors
Cetera Investment Advisers

View all funds holding iShares Dow Jones US Energy Sector