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Axim Planning & Wealth’s iShares US Energy ETF IYE Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-760
Closed -$30K – 105
2022
Q3 		$30K Buy
760
+735
+2,940% +$30.2K 0.03% 71
2022
Q2 		$1K Buy
+25
New +$1.06K ﹤0.01% 134

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Axim Planning & Wealth's IYE Position: Q4 2022 in Review

Axim Planning & Wealth sold out of iShares US Energy ETF (IYE) in Q4 2022, closing a stake of 760 shares — an estimated $30K sold.

Axim Planning & Wealth first reported a position in IYE in Q2 2022 and held it in 2 quarters. The position peaked at $30K in Q3 2022. 396 funds tracked by Wall St. Rank hold IYE as of Q4 2022.

  • Axim Planning & Wealth reported no remaining iShares US Energy ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 760 iShares US Energy ETF shares in Q4 2022, an estimated $30K.
  • Axim Planning & Wealth first reported a position in iShares US Energy ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's iShares US Energy ETF position peaked at $30K in Q3 2022.
  • 396 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.