Ables Iannone Moore & Associates’s iShares US Energy ETF IYE Stock Holding History

Ables Iannone Moore & Associates’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
2024 Q2	–	Sell	-87	Closed	-$4.3K	–	69
2024 Q1	$4.3K	Hold	87	–	–	﹤0.01%	72
2023 Q4	$3.84K	Buy	+87	New	+$3.91K	﹤0.01%	215

Other funds holding IYE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ables Iannone Moore & Associates's IYE Position: Q2 2024 in Review

Ables Iannone Moore & Associates sold out of iShares US Energy ETF (IYE) in Q2 2024, closing a stake of 87 shares — an estimated $4.3K sold.

Ables Iannone Moore & Associates first reported a position in IYE in Q4 2023 and held it in 2 quarters. The position peaked at $4.3K in Q1 2024. 297 funds tracked by Wall St. Rank hold IYE as of Q2 2024.

Ables Iannone Moore & Associates reported no remaining iShares US Energy ETF position as of Q2 2024 after selling out during the quarter.
Ables Iannone Moore & Associates sold 87 iShares US Energy ETF shares in Q2 2024, an estimated $4.3K.
Ables Iannone Moore & Associates first reported a position in iShares US Energy ETF in Q4 2023 and held it in 2 quarters.
Ables Iannone Moore & Associates's iShares US Energy ETF position peaked at $4.3K in Q1 2024.
297 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2024, filed 11 Jul 2024.