Atlas Private Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

Atlas Private Wealth 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
2023 Q2	–	Sell	-6,237	Closed	-$273K	–	187
2023 Q1	$273K	Buy	6,237 +8	+0.1%	+$362	0.13%	106
2022 Q4	$290K	Buy	6,229 +17	+0.3%	+$795	0.15%	103
2022 Q3	$244K	Hold	6,212	–	–	0.15%	112
2022 Q2	$237K	Buy	6,212 +6	+0.1%	+$255	0.14%	117
2022 Q1	$254K	Buy	+6,206	New	+$229K	0.11%	115
2021 Q4	–	Sell	-5,113	Closed	-$144K	–	431
2021 Q3	$144K	Hold	5,113	–	–	0.08%	149
2021 Q2	$149K	Hold	5,113	–	–	0.08%	132
2021 Q1	$134K	Hold	5,113	–	–	0.07%	136
2020 Q4	$103K	Sell	5,113 -24	-0.5%	-$441	0.07%	155
2020 Q3	$82K	Hold	5,137	–	–	0.07%	156
2020 Q2	$103K	Buy	+5,137	New	+$101K	0.09%	142

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

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Atlas Private Wealth Advisors's IYE Position: Q2 2023 in Review

Atlas Private Wealth Advisors sold out of iShares US Energy ETF (IYE) in Q2 2023, closing a stake of 6,237 shares — an estimated $273K sold.

Atlas Private Wealth Advisors first reported a position in IYE in Q2 2020 and held it in 11 quarters. The position peaked at $290K in Q4 2022. 307 funds tracked by Wall St. Rank hold IYE as of Q2 2023.

Atlas Private Wealth Advisors reported no remaining iShares US Energy ETF position as of Q2 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 6,237 iShares US Energy ETF shares in Q2 2023, an estimated $273K.
Atlas Private Wealth Advisors first reported a position in iShares US Energy ETF in Q2 2020 and held it in 11 quarters.
Atlas Private Wealth Advisors's iShares US Energy ETF position peaked at $290K in Q4 2022.
307 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.