iShares Dow Jones US Energy Sector shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $522k | 12k | 44.12 |
| 2023-09-30 | $666k | 14k | 47.43 |
| 2023-06-30 | $790k | 18k | 42.84 |
| 2023-03-31 | $3.5M | 81k | 43.75 |
| 2022-12-31 | $4.3M | 92k | 46.49 |
| 2022-09-30 | $3.7M | 93k | 39.31 |
| 2022-06-30 | $2.3M | 60k | 38.12 |
| 2022-03-31 | $3.7M | 90k | 40.92 |
| 2021-12-31 | $5.3M | 178k | 30.10 |
| 2021-09-30 | $5.1M | 180k | 28.26 |
| 2021-03-31 | $4.7M | 179k | 26.23 |
| 2020-09-30 | $1.9M | 117k | 15.96 |
| 2020-06-30 | $104k | 5.2k | 19.97 |
| 2020-03-31 | $79k | 5.2k | 15.17 |
| 2019-12-31 | $155k | 4.8k | 32.07 |
| 2019-09-30 | $161k | 5.1k | 31.72 |
| 2019-06-30 | $178k | 5.2k | 34.32 |
| 2018-09-30 | $240k | 5.7k | 41.97 |
| 2018-06-30 | $240k | 5.7k | 41.97 |
| 2018-03-31 | $169k | 4.6k | 36.81 |
| 2017-12-31 | $167k | 4.2k | 39.59 |
| 2017-09-30 | $31k | 830 | 37.35 |
| 2017-06-30 | $29k | 821 | 35.32 |
| 2017-03-31 | $13k | 343 | 37.90 |
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