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Aveo Capital Partners’s iShares US Energy ETF IYE Stock Holding History

Aveo Capital 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
2025
Q1 		– Sell
-9,724
Closed -$443K – 260
2024
Q4 		$443K Sell
9,724
-6,781
-41% -$325K 0.05% 226
2024
Q3 		$765K Buy
16,505
+1,454
+10% +$68.5K 0.08% 156
2024
Q2 		$722K Buy
15,051
+492
+3% +$24K 0.08% 153
2024
Q1 		$705K Buy
+14,559
New +$655K 0.08% 175
2023
Q1 		– Sell
-5,545
Closed -$258K – 357
2022
Q4 		$258K Sell
5,545
-103
-2% -$4.81K 0.04% 274
2022
Q3 		$222K Sell
5,648
-3,512
-38% -$144K 0.04% 248
2022
Q2 		$349K Sell
9,160
-14,471
-61% -$614K 0.06% 210
2022
Q1 		$967K Buy
23,631
+16,779
+245% +$618K 0.17% 113
2021
Q4 		$206K Buy
+6,852
New +$211K 0.04% 268
2020
Q4 		– Sell
-30,245
Closed -$483K – 122
2020
Q3 		$483K Buy
+30,245
New +$571K 0.17% 114
2019
Q2 		– Sell
-9,960
Closed -$359K – 195
2019
Q1 		$359K Sell
9,960
-10,568
-51% -$370K 0.17% 100
2018
Q4 		$640K Buy
20,528
+7,757
+61% +$285K 0.32% 53
2018
Q3 		$500K Buy
12,771
+310
+2% +$12.8K 0.22% 75
2018
Q2 		$523K Buy
12,461
+4,940
+66% +$202K 0.23% 71
2018
Q1 		$278K Buy
7,521
+1,765
+31% +$68.4K 0.12% 111
2017
Q4 		$228K Buy
+5,756
New +$217K 0.08% 125

Other funds holding IYE

Morgan Stanley
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
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

Aveo Capital Partners's IYE Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares US Energy ETF (IYE) in Q1 2025, closing a stake of 9,724 shares — an estimated $443K sold.

Aveo Capital Partners first reported a position in IYE in Q4 2017 and held it in 16 quarters. The position peaked at $967K in Q1 2022. 297 funds tracked by Wall St. Rank hold IYE as of Q1 2025.

  • Aveo Capital Partners reported no remaining iShares US Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 9,724 iShares US Energy ETF shares in Q1 2025, an estimated $443K.
  • Aveo Capital Partners first reported a position in iShares US Energy ETF in Q4 2017 and held it in 16 quarters.
  • Aveo Capital Partners's iShares US Energy ETF position peaked at $967K in Q1 2022.
  • 297 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.