iShares Dow Jones US Energy Sector shares owned by Retirement Planning Group
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $324k | 6.6k | 49.40 |
| 2023-12-31 | $289k | 6.6k | 44.12 |
| 2023-09-30 | $303k | 6.4k | 47.43 |
| 2023-06-30 | $273k | 6.4k | 42.84 |
| 2012-12-31 | $11k | 260 | 42.31 |
| 2012-09-30 | $11k | 260 | 42.31 |
| 2012-06-30 | $10k | 260 | 38.46 |
| 2012-03-31 | $11k | 260 | 42.31 |
| 2011-12-31 | $20k | 490 | 40.82 |
| 2011-09-30 | $14k | 390 | 35.90 |
| 2010-12-31 | $8.5k | 200 | 42.50 |
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