iShares Dow Jones US Energy Sector shares owned by SC&H Financial Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by SC&H Financial Advisors
from 13F filings
Historical chart of SC&H Financial Advisors investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by SC&H Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $258k | 5.7k | 45.57 |
| 2024-09-30 | $262k | 5.7k | 46.34 |
| 2024-06-30 | $307k | 6.4k | 48.00 |
| 2024-03-31 | $316k | 6.4k | 49.40 |
| 2023-12-31 | $282k | 6.4k | 44.12 |
| 2023-09-30 | $301k | 6.4k | 47.43 |
| 2023-06-30 | $272k | 6.4k | 42.84 |
| 2023-03-31 | $278k | 6.3k | 43.75 |
| 2022-12-31 | $294k | 6.3k | 46.49 |
| 2022-09-30 | $248k | 6.3k | 39.31 |
| 2022-06-30 | $239k | 6.3k | 38.06 |
| 2022-03-31 | $256k | 6.3k | 40.90 |
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