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American Portfolios Advisors’s iShares US Energy ETF IYE Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$94.7K Sell
2,409
-3,451
-59% -$142K ﹤0.01% 1389
2022
Q2 		$223K Sell
5,860
-2,656
-31% -$113K 0.01% 1001
2022
Q1 		$348K Buy
8,516
+1,279
+18% +$47.1K 0.01% 898
2021
Q4 		$218K Sell
7,237
-10,519
-59% -$324K 0.01% 1121
2021
Q3 		$502K Buy
17,756
+2,866
+19% +$77K 0.02% 710
2021
Q2 		$433K Buy
14,890
+13,534
+998% +$377K 0.02% 774
2021
Q1 		$35.6K Buy
1,356
+1,023
+307% +$25.2K ﹤0.01% 1756
2020
Q4 		$6.74K Sell
333
-1,450
-81% -$26.6K ﹤0.01% 2283
2020
Q3 		$28.5K Sell
1,783
-900
-34% -$17K ﹤0.01% 1535
2020
Q2 		$53.7K Buy
2,683
+233
+10% +$4.56K ﹤0.01% 1268
2020
Q1 		$37.5K Sell
2,450
-100
-4% -$2.52K ﹤0.01% 1284
2019
Q4 		$81.9K Sell
2,550
-220
-8% -$6.95K 0.01% 1150
2019
Q3 		$88K Hold
2,770
– – 0.01% 1052
2019
Q2 		$95.3K Hold
2,770
– – 0.01% 1007
2019
Q1 		$99.8K Hold
2,770
– – 0.01% 896
2018
Q4 		$86.3K Sell
2,770
-150
-5% -$5.51K 0.01% 787
2018
Q3 		$123K Hold
2,920
– – 0.01% 751
2018
Q2 		$122K Hold
2,920
– – 0.02% 732
2018
Q1 		$108K Hold
2,920
– – 0.02% 724
2017
Q4 		$116K Buy
+2,920
New +$110K 0.02% 681

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Portfolios Advisors's IYE Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares US Energy ETF (IYE) stake by 59% in Q3 2022, selling an estimated $142K and leaving 2,409 shares worth $94.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

American Portfolios Advisors first reported a position in IYE in Q4 2017 and has held it in 20 quarters since. The position peaked at $502K in Q3 2021. 361 funds tracked by Wall St. Rank hold IYE as of Q3 2022.

  • American Portfolios Advisors held 2,409 shares of iShares US Energy ETF worth $94.7K as of Q3 2022.
  • American Portfolios Advisors sold 3,451 iShares US Energy ETF shares in Q3 2022, an estimated $142K.
  • iShares US Energy ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1389 holding.
  • American Portfolios Advisors first reported a position in iShares US Energy ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares US Energy ETF position peaked at $502K in Q3 2021.
  • 361 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.