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iShares Dow Jones US Energy Sector shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$1.7M	36k	48.00
2024-03-31	$1.9M	38k	49.40

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)

Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

Vanguard Short-term Bond Etf Short Trm Bond (BSV)

Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)

Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)

Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)

Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)

Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)

Wal-Mart Stores (WMT)

Microsoft Corporation (MSFT)

Aptus Defined Risk Etf Aptus Defined (DRSK)

Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)

Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)

Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)

View all positions for Waterloo Capital

Top funds holding iShares Dow Jones US Energy Sector

Green Harvest Asset Management

Bank of America Corporation

Wells Fargo & Company

Goldman Sachs Group

Royal Bank of Canada

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

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