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iShares Dow Jones US Energy Sector shares owned by W Advisors

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

Historical chart of W Advisors investment in iShares Dow Jones US Energy Sector

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All positions including iShares Dow Jones US Energy Sector held by W Advisors 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 W Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $227k 5.1k 44.12
2023-06-30 $306k 7.2k 42.84
2023-03-31 $361k 8.2k 43.75
2022-12-31 $581k 13k 46.49
2022-09-30 $576k 15k 39.32
2022-06-30 $446k 12k 38.17
2022-03-31 $743k 18k 40.95
2021-12-31 $401k 13k 30.06