iShares Dow Jones US Energy Sector shares owned by ShoreHaven Wealth Partners
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by ShoreHaven Wealth Partners
from 13F filings
Historical chart of ShoreHaven Wealth Partners investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by ShoreHaven Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $508k | 12k | 44.12 |
| 2023-09-30 | $238k | 5.0k | 47.43 |
| 2023-06-30 | $228k | 5.3k | 42.84 |
| 2023-03-31 | $306k | 7.0k | 43.75 |
| 2022-12-31 | $1.4M | 31k | 46.49 |
| 2022-09-30 | $1.3M | 33k | 39.31 |
| 2022-06-30 | $860k | 23k | 38.08 |
| 2022-03-31 | $1.9M | 46k | 40.91 |
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