iShares Dow Jones US Energy Sector shares owned by Lantz Financial
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Lantz Financial
from 13F filings
Historical chart of Lantz Financial investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Lantz Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $202k | 4.6k | 44.12 |
| 2023-09-30 | $217k | 4.6k | 47.43 |
| 2023-06-30 | $241k | 5.6k | 42.84 |
| 2023-03-31 | $262k | 6.0k | 43.75 |
| 2022-12-31 | $501k | 11k | 46.49 |
| 2022-09-30 | $505k | 13k | 39.28 |
| 2022-06-30 | $751k | 20k | 38.14 |
| 2022-03-31 | $1.0M | 25k | 40.92 |
| 2021-12-31 | $669k | 22k | 30.12 |
| 2021-09-30 | $554k | 20k | 28.25 |
| 2021-06-30 | $519k | 18k | 29.09 |
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