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iShares Dow Jones US Energy Sector shares owned by RMG Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by RMG Wealth Management from 13F filings

Historical chart of RMG Wealth Management 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 RMG Wealth Management 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 RMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 500 46.42
2025-06-30 $23k 500 45.90

More positions owned by RMG Wealth Management

Schwab Us Large Cap Growth Etf Etf (SCHG)
Vanguard Value Etf Etf (VTV)
Ishares Morningstar Mid Cap Etf Etf (IMCB)
Spdr Blmrg Shr Tr Hg Yldbd Etf Etf (SJNK)
Invsc Sp 500 Equal Weight Tech Etf Etf (RSPT)
Spdr Long Term Corporatebond Etf Etf (SPLB)
Schwab Us Small Cap Etf Etf (SCHA)
Ishares Floating Rate Bond Etf Etf (FLOT)
Spdr Intrmdt Trm Crpratebnd Etf Etf (SPIB)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard S&p 500 Etf Etf (VOO)
Apple (AAPL)
Vanguard Mid Cap Etf Etf (VO)
Lockheed Martin Corporation (LMT)
Schwab Us Broad Market Etf Etf (SCHB)

View all positions for RMG Wealth Management

Top funds holding iShares Dow Jones US Energy Sector

Morgan Stanley
Green Harvest Asset Management
Wells Fargo & Company
Goldman Sachs Group
UBS Group
LPL Financial
Ameriprise Financial
Royal Bank of Canada
Bright Rock Capital Management
Mml Investors Services
Banco Santander
Raymond James Financial
Mariner Wealth Advisors
Commonwealth Equity Services
Summit Financial Consulting

View all funds holding iShares Dow Jones US Energy Sector