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Kerntke Otto McGlone Wealth Management Group »

iShares Dow Jones US Energy Sector shares owned by Kerntke Otto McGlone Wealth Management Group

Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Kerntke Otto McGlone Wealth Management Group from 13F filings

Historical chart of Kerntke Otto McGlone Wealth Management Group 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 Kerntke Otto McGlone Wealth Management Group 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 Kerntke Otto McGlone Wealth Management Group

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$223k	4.5k	49.41
2023-09-30	$209k	4.4k	47.44
2022-12-31	$203k	4.4k	46.51

More positions owned by Kerntke Otto McGlone Wealth Management Group

Ishares Tr Core Div Grwth (DGRO)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Ishares Tr Core S&p Mcp Etf (IJH)

Ishares Tr Core S&p Scp Etf (IJR)

Dimensional Etf Trust Intl Core Equity (DFIC)

Ishares Tr Ibonds 24 Trm Ts (IBTE)

Vanguard Index Fds Total Stk Mkt (VTI)

Ishares Tr Ibonds 25 Trm Ts (IBTF)

Microsoft Corporation (MSFT)

Proshares Tr S&p Mdcp 400 Div (REGL)

Ishares Tr Core High Dv Etf (HDV)

Ishares Tr Core Msci Total (IXUS)

NVIDIA Corporation (NVDA)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Kerntke Otto McGlone Wealth Management Group

Top funds holding iShares Dow Jones US Energy Sector

Morgan Stanley

Bank of America Corporation

Green Harvest Asset Management

Wells Fargo & Company

Bright Rock Capital Management

Jpmorgan Chase & Co

Crestwood Advisors

Ameriprise Financial

Prospera Financial Services

Advisor Group Holdings

Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones US Energy Sector

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