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iShares Dow Jones US Energy Sector shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $374k 8.5k 44.12
2023-09-30 $404k 8.5k 47.43
2023-06-30 $549k 13k 42.84
2023-03-31 $624k 14k 43.75
2022-12-31 $697k 15k 46.49
2022-09-30 $461k 12k 39.29

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

Top funds holding iShares Dow Jones US Energy Sector

Bank of America Corporation
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Jpmorgan Chase & Co
Royal Bank of Canada
Bright Rock Capital Management
Crestwood Advisors
Advisor Group Holdings
Prospera Financial Services
Raymond James Financial Services Advisors
Commonwealth Equity Services
Mariner Wealth Advisors
Amg National Trust Bank
Bellwether Advisors

View all funds holding iShares Dow Jones US Energy Sector