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Advisor Group’s iShares US Energy ETF IYE Stock Holding History

Advisor Group’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
2019
Q4 		$1.38M Buy
43,013
+2,599
+6% +$82.1K 0.01% 1004
2019
Q3 		$1.28M Sell
40,414
-2,592
-6% -$84.2K 0.01% 998
2019
Q2 		$1.48M Buy
43,006
+1,535
+4% +$53.3K 0.01% 902
2019
Q1 		$1.5M Buy
41,471
+4,720
+13% +$165K 0.01% 853
2018
Q4 		$1.15M Sell
36,751
-23,762
-39% -$874K 0.01% 885
2018
Q3 		$2.54M Buy
60,513
+4,112
+7% +$170K 0.03% 561
2018
Q2 		$2.37M Buy
56,401
+1,138
+2% +$46.5K 0.03% 491
2018
Q1 		$2.04M Buy
55,263
+10,080
+22% +$391K 0.03% 555
2017
Q4 		$1.79M Buy
45,183
+1,804
+4% +$68K 0.02% 601
2017
Q3 		$1.62M Buy
43,379
+1,397
+3% +$49.7K 0.03% 584
2017
Q2 		$1.49M Sell
41,982
-22,273
-35% -$822K 0.03% 579
2017
Q1 		$2.48M Buy
64,255
+154
+0.2% +$6.13K 0.05% 385
2016
Q4 		$2.66M Buy
64,101
+11,447
+22% +$456K 0.06% 342
2016
Q3 		$2.05M Sell
52,654
-104,433
-66% -$3.98M 0.05% 395
2016
Q2 		$6.02M Buy
+157,087
New +$5.82M 0.16% 146

Other funds holding IYE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisor Group's IYE Position: Q4 2019 in Review

Advisor Group increased its iShares US Energy ETF (IYE) stake by 6.4% in Q4 2019, buying an estimated $82.1K and bringing the position to 43,013 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #1004.

Advisor Group first reported a position in IYE in Q2 2016 and has held it in 15 quarters since. The position peaked at $6.02M in Q2 2016. 178 funds tracked by Wall St. Rank hold IYE as of Q4 2019.

  • Advisor Group held 43,013 shares of iShares US Energy ETF worth $1.38M as of Q4 2019.
  • Advisor Group bought 2,599 iShares US Energy ETF shares in Q4 2019, an estimated $82.1K.
  • iShares US Energy ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1004 holding.
  • Advisor Group first reported a position in iShares US Energy ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares US Energy ETF position peaked at $6.02M in Q2 2016.
  • 178 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.