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Altus Wealth Group’s iShares US Energy ETF IYE Stock Holding History

Altus Wealth 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
2021
Q2 		– Sell
-65
Closed -$2K – 149
2021
Q1 		$2K Hold
65
– – ﹤0.01% 164
2020
Q4 		$1K Buy
+65
New +$1.19K ﹤0.01% 798

Other funds holding IYE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altus Wealth Group's IYE Position: Q2 2021 in Review

Altus Wealth Group sold out of iShares US Energy ETF (IYE) in Q2 2021, closing a stake of 65 shares — an estimated $2K sold.

Altus Wealth Group first reported a position in IYE in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 315 funds tracked by Wall St. Rank hold IYE as of Q2 2021.

  • Altus Wealth Group reported no remaining iShares US Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Altus Wealth Group sold 65 iShares US Energy ETF shares in Q2 2021, an estimated $2K.
  • Altus Wealth Group first reported a position in iShares US Energy ETF in Q4 2020 and held it in 2 quarters.
  • Altus Wealth Group's iShares US Energy ETF position peaked at $2K in Q1 2021.
  • 315 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2021.

Based on Altus Wealth Group's 13F filing for Q2 2021, filed 12 Aug 2021.