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iShares Dow Jones US Energy Sector shares owned by Triumph Capital Management

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

Historical chart of Triumph Capital Management 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 Triumph Capital Management 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 Triumph Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $672k 14k 49.71
2023-12-31 $586k 13k 44.12
2023-06-30 $938k 22k 42.84
2021-09-30 $780k 49k 15.96

More positions owned by Triumph Capital Management

First Trust Enhanced Short Maturity Etf Etf (FTSM)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)
First Trust Preferred Securities & Income Etf Etf (FPE)
First Trust Large Cap Core Alphadex Fund Etf (FEX)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Russell 2000 Etf Etf (IWM)
First Trust Rising Dividend Achievers Etf Etf (RDVY)
Ishares Russell Midcap Etf Etf (IWR)
Vanguard Total International Bond Etf Etf (BNDX)
First Trust Capital Strength Etf Etf (FTCS)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Core S&p 500 Etf Etf (IVV)
Invesco Senior Loan Etf Etf (BKLN)

View all positions for Triumph Capital Management

Top funds holding iShares Dow Jones US Energy Sector

Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
Royal Bank of Canada
LPL Financial
Bright Rock Capital Management
Ferguson Wellman Capital Management
Jpmorgan Chase & Co
Crestwood Advisors
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial Services Advisors
Mariner Wealth Advisors

View all funds holding iShares Dow Jones US Energy Sector