iShares Dow Jones US Energy Sector shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.5M | 33k | 44.12 |
| 2023-09-30 | $1.5M | 33k | 44.01 |
| 2023-06-30 | $1.4M | 33k | 42.84 |
| 2023-03-31 | $1.4M | 33k | 43.75 |
| 2022-12-31 | $1.5M | 33k | 46.49 |
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