iShares Dow Jones US Energy Sector shares owned by Montecito Bank & Trust
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Montecito Bank & Trust
from 13F filings
Historical chart of Montecito Bank & Trust investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Montecito Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $246k | 5.0k | 49.30 |
| 2024-12-31 | $288k | 6.3k | 45.57 |
| 2024-09-30 | $306k | 6.6k | 46.34 |
| 2024-06-30 | $432k | 9.0k | 48.00 |
| 2024-03-31 | $592k | 12k | 49.40 |
| 2023-12-31 | $538k | 12k | 44.12 |
| 2023-09-30 | $585k | 12k | 47.43 |
| 2023-06-30 | $640k | 15k | 42.84 |
| 2023-03-31 | $623k | 14k | 43.75 |
| 2022-12-31 | $792k | 17k | 46.51 |
| 2022-09-30 | $781k | 20k | 39.31 |
| 2022-06-30 | $763k | 20k | 38.13 |
| 2022-03-31 | $788k | 19k | 40.91 |
| 2021-12-31 | $428k | 14k | 30.13 |
| 2021-09-30 | $321k | 11k | 28.30 |
| 2021-06-30 | $330k | 11k | 29.05 |
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