iShares Dow Jones US Energy Sector shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 44k | 44.12 |
| 2023-09-30 | $725k | 15k | 47.43 |
| 2023-06-30 | $749k | 18k | 42.84 |
| 2023-03-31 | $836k | 19k | 43.75 |
| 2022-12-31 | $4.1M | 88k | 46.49 |
| 2022-09-30 | $4.0M | 102k | 39.31 |
| 2022-06-30 | $8.8M | 231k | 38.12 |
| 2022-03-31 | $14M | 339k | 40.92 |
| 2021-12-31 | $10M | 340k | 30.10 |
| 2021-09-30 | $9.7M | 345k | 28.26 |
| 2021-06-30 | $11M | 391k | 29.09 |
| 2021-03-31 | $8.5M | 324k | 26.23 |
| 2016-09-30 | $318k | 8.2k | 39.01 |
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