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

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

Historical chart of Security 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 Security 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 Security Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $516k 11k 46.34
2024-06-30 $205k 4.3k 48.00
2024-03-31 $230k 4.7k 49.40

More positions owned by Security Financial Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr U.s. Tech Etf (IYW)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Mbs Etf (MBB)

View all positions for Security Financial Services

Top funds holding iShares Dow Jones US Energy Sector

Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
Royal Bank of Canada
LPL Financial
Bright Rock Capital Management
Ferguson Wellman Capital Management
Jpmorgan Chase & Co
Crestwood Advisors
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial Services Advisors
Mariner Wealth Advisors

View all funds holding iShares Dow Jones US Energy Sector