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iShares Dow Jones US Energy Sector shares owned by Summit Financial Consulting

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

Historical chart of Summit Financial Consulting 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 Summit Financial Consulting 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 Summit Financial Consulting

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.5M 137k 47.52
2025-06-30 $5.9M 130k 45.22
2025-03-31 $5.6M 113k 49.30

More positions owned by Summit Financial Consulting

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr U.s. Finls Etf (IYF)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Us Telecom Etf (IYZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Emg Mkt Etf (EEM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr U.s. Energy Etf (IYE)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Summit Financial Consulting

Top funds holding iShares Dow Jones US Energy Sector

Morgan Stanley
Green Harvest Asset Management
Wells Fargo & Company
Goldman Sachs Group
UBS Group
LPL Financial
Ameriprise Financial
Royal Bank of Canada
Bright Rock Capital Management
Mml Investors Services
Banco Santander
Raymond James Financial
Mariner Wealth Advisors
Commonwealth Equity Services
Summit Financial Consulting

View all funds holding iShares Dow Jones US Energy Sector