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iShares Dow Jones US Energy Sector shares owned by Wealthstar Advisors

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

Historical chart of Wealthstar Advisors 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 Wealthstar 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 Wealthstar Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.0M 45k 45.22
2025-03-31 $2.1M 42k 49.30
2024-12-31 $1.7M 38k 45.57
2023-09-30 $1.1M 23k 47.43
2022-03-31 $4.6M 112k 40.95

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View all positions for Wealthstar Advisors

Top funds holding iShares Dow Jones US Energy Sector

Morgan Stanley
Green Harvest Asset Management
Wells Fargo & Company
Goldman Sachs Group
UBS Group
LPL Financial
Ameriprise Financial
Royal Bank of Canada
Bright Rock Capital Management
Mml Investors Services
Banco Santander
Raymond James Financial
Mariner Wealth Advisors
Commonwealth Equity Services
Summit Financial Consulting

View all funds holding iShares Dow Jones US Energy Sector