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iShares Dow Jones US Energy Sector shares owned by Symphony Financial

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

Historical chart of Symphony Financial 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 Symphony Financial 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 Symphony Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.6M 39k 66.05

More positions owned by Symphony Financial

Spdr Series Trust State Street Spd (SPTM)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Apple (AAPL)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPYV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Exxon Mobil Corporation (XOM)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Symphony Financial

Top funds holding iShares Dow Jones US Energy Sector

Morgan Stanley
Bank of America Corporation
Green Harvest Asset Management
Wells Fargo & Company
Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
LPL Financial
UBS Group
Royal Bank of Canada
Ameriprise Financial
Bright Rock Capital Management
Mml Investors Services
Banco Santander
Tudor Investment Corporation
Raymond James Financial

View all funds holding iShares Dow Jones US Energy Sector