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iShares Dow Jones US Energy Sector shares owned by Montgomery Financial Services

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

Historical chart of Montgomery Financial Services 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 Montgomery Financial Services 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 Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.8k 103 56.37

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

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
Quadrature Capital
Ameriprise Financial
Raymond James Financial
Tudor Investment Corporation
Marshall Wace
Mariner Wealth Advisors

View all funds holding iShares Dow Jones US Energy Sector