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1900 Wealth Management’s iShares US Energy ETF IYE Stock Holding History

1900 Wealth Management’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-8,071
Closed -$235K – 230
2021
Q2 		$235K Buy
+8,071
New +$225K 0.02% 199

Other funds holding IYE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1900 Wealth Management's IYE Position: Q3 2021 in Review

1900 Wealth Management sold out of iShares US Energy ETF (IYE) in Q3 2021, closing a stake of 8,071 shares — an estimated $235K sold.

1900 Wealth Management first reported a position in IYE in Q2 2021 and held it in 1 quarter. The position peaked at $235K in Q2 2021. 305 funds tracked by Wall St. Rank hold IYE as of Q3 2021.

  • 1900 Wealth Management reported no remaining iShares US Energy ETF position as of Q3 2021 after selling out during the quarter.
  • 1900 Wealth Management sold 8,071 iShares US Energy ETF shares in Q3 2021, an estimated $235K.
  • 1900 Wealth Management first reported a position in iShares US Energy ETF in Q2 2021 and held it in 1 quarter.
  • 1900 Wealth Management's iShares US Energy ETF position peaked at $235K in Q2 2021.
  • 305 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2021.

Based on 1900 Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.