Advus Financial Partners’s iShares US Energy ETF IYE Stock Holding History

Advus Financial Partners’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
2023 Q1	–	Sell	-13,555	Closed	-$630K	–	157
2022 Q4	$630K	Sell	13,555 -5,845	-30%	-$273K	0.27%	53
2022 Q3	$763K	Sell	19,400 -2,816	-13%	-$116K	0.41%	41
2022 Q2	$847K	Buy	22,216 +9,283	+72%	+$394K	0.45%	37
2022 Q1	$529K	Buy	+12,933	New	+$477K	0.27%	57

Other funds holding IYE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Advus Financial Partners's IYE Position: Q1 2023 in Review

Advus Financial Partners sold out of iShares US Energy ETF (IYE) in Q1 2023, closing a stake of 13,555 shares — an estimated $630K sold.

Advus Financial Partners first reported a position in IYE in Q1 2022 and held it in 4 quarters. The position peaked at $847K in Q2 2022. 337 funds tracked by Wall St. Rank hold IYE as of Q1 2023.

Advus Financial Partners reported no remaining iShares US Energy ETF position as of Q1 2023 after selling out during the quarter.
Advus Financial Partners sold 13,555 iShares US Energy ETF shares in Q1 2023, an estimated $630K.
Advus Financial Partners first reported a position in iShares US Energy ETF in Q1 2022 and held it in 4 quarters.
Advus Financial Partners's iShares US Energy ETF position peaked at $847K in Q2 2022.
337 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2023.

Based on Advus Financial Partners's 13F filing for Q1 2023, filed 25 Aug 2026.