iShares Dow Jones US Energy Sector shares owned by NEXT Financial
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by NEXT Financial
from 13F filings
Historical chart of NEXT Financial investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by NEXT Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $1.5M | 51k | 30.23 |
| 2021-09-30 | $840k | 30k | 28.28 |
| 2021-06-30 | $1.0M | 35k | 29.20 |
| 2021-03-31 | $109k | 4.2k | 26.24 |
| 2020-12-31 | $6.0k | 306 | 19.61 |
| 2020-09-30 | $33k | 2.1k | 15.88 |
| 2020-03-31 | $5.0k | 306 | 16.34 |
| 2019-12-31 | $16k | 491 | 32.59 |
| 2019-09-30 | $16k | 491 | 32.59 |
| 2019-06-30 | $17k | 491 | 34.62 |
| 2019-03-31 | $21k | 575 | 36.52 |
| 2018-12-31 | $40k | 1.3k | 31.52 |
| 2018-09-30 | $37k | 875 | 42.29 |
| 2017-09-30 | $40k | 1.1k | 36.87 |
| 2017-06-30 | $85k | 2.4k | 35.68 |
| 2017-03-31 | $82k | 2.2k | 37.10 |
| 2016-12-31 | $138k | 3.3k | 41.65 |
| 2016-09-30 | $158k | 4.1k | 39.00 |
| 2016-06-30 | $74k | 1.9k | 38.16 |
| 2016-03-31 | $26k | 770 | 33.77 |
| 2015-12-31 | $19k | 570 | 33.33 |
| 2015-09-30 | $10k | 300 | 33.33 |
| 2015-03-31 | $8.0k | 190 | 42.11 |
| 2014-12-31 | $9.0k | 190 | 47.37 |
| 2014-09-30 | $120k | 2.3k | 51.70 |
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