Atomi Financial Group’s iShares US Energy ETF IYE Stock Holding History

Atomi Financial 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
2024 Q2	–	Sell	-4,195	Closed	-$207K	–	821
2024 Q1	$207K	Buy	+4,195	New	+$189K	0.02%	669
2023 Q3	–	Sell	-9,884	Closed	-$423K	–	366
2023 Q2	$423K	Sell	9,884 -50	-0.5%	-$2.14K	0.19%	144
2023 Q1	$435K	Buy	+9,934	New	+$450K	0.24%	111

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

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

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

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

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atomi Financial Group's IYE Position: Q2 2024 in Review

Atomi Financial Group sold out of iShares US Energy ETF (IYE) in Q2 2024, closing a stake of 4,195 shares — an estimated $207K sold.

Atomi Financial Group first reported a position in IYE in Q1 2023 and held it in 3 quarters. The position peaked at $435K in Q1 2023. 297 funds tracked by Wall St. Rank hold IYE as of Q2 2024.

Atomi Financial Group reported no remaining iShares US Energy ETF position as of Q2 2024 after selling out during the quarter.
Atomi Financial Group sold 4,195 iShares US Energy ETF shares in Q2 2024, an estimated $207K.
Atomi Financial Group first reported a position in iShares US Energy ETF in Q1 2023 and held it in 3 quarters.
Atomi Financial Group's iShares US Energy ETF position peaked at $435K in Q1 2023.
297 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2024.

Based on Atomi Financial Group's 13F filing for Q2 2024, filed 26 Jul 2024.