Merit Financial Group »

iShares Dow Jones US Energy Sector shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group 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 Merit Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Energy Sector by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 16k 64.77
2023-12-31 $664k 15k 44.12
2022-12-31 $740k 16k 46.49
2022-09-30 $1.0M 26k 39.29
2022-06-30 $6.0M 157k 38.12
2022-03-31 $4.0M 97k 40.92

More positions owned by Merit Financial Group

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Us Gwt (IUSG)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Ishares Tr Core S&p Us Vlu (IUSV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard World Mega Cap Val Etf (MGV)
Spdr Series Trust State Street Spd (SPTI)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Intl Ctr (CORO)

View all positions for Merit Financial Group

Top funds holding iShares Dow Jones US Energy Sector

Morgan Stanley
Bank of America Corporation
Green Harvest Asset Management
Wells Fargo & Company
Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
LPL Financial
UBS Group
Royal Bank of Canada
Ameriprise Financial
Bright Rock Capital Management
Mml Investors Services
Banco Santander
Tudor Investment Corporation
Raymond James Financial

View all funds holding iShares Dow Jones US Energy Sector