iShares Dow Jones US Energy Sector shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $558k | 13k | 44.16 |
| 2023-09-30 | $625k | 13k | 47.46 |
| 2023-06-30 | $586k | 14k | 42.87 |
| 2023-03-31 | $609k | 14k | 43.76 |
| 2022-12-31 | $812k | 18k | 46.48 |
| 2022-09-30 | $740k | 19k | 39.30 |
| 2022-06-30 | $1.3M | 34k | 38.12 |
| 2022-03-31 | $2.1M | 52k | 40.92 |
| 2021-12-31 | $1.6M | 52k | 30.10 |
| 2021-09-30 | $1.8M | 65k | 28.26 |
| 2021-06-30 | $1.8M | 64k | 29.09 |
| 2021-03-31 | $1.5M | 57k | 26.23 |
| 2020-12-31 | $313k | 15k | 20.27 |
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