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

BDO 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	$64.1K	Hold	1,497	–	–	0.01%	389
2023 Q1	$65.5K	Buy	1,497 +357	+31%	+$16.2K	0.01%	377
2022 Q4	$53K	Hold	1,140	–	–	0.01%	407
2022 Q3	$45K	Hold	1,140	–	–	0.01%	420
2022 Q2	$43K	Hold	1,140	–	–	0.01%	429
2022 Q1	$47K	Hold	1,140	–	–	0.01%	440
2021 Q4	$34K	Hold	1,140	–	–	﹤0.01%	519
2021 Q3	$32K	Hold	1,140	–	–	﹤0.01%	520
2021 Q2	$33K	Sell	1,140 -20	-2%	-$557	﹤0.01%	531
2021 Q1	$30K	Buy	1,160 +20	+2%	+$492	﹤0.01%	540
2020 Q4	$23K	Hold	1,140	–	–	﹤0.01%	446
2020 Q3	$18K	Sell	1,140 -170	-13%	-$3.21K	﹤0.01%	433
2020 Q2	$26K	Sell	1,310 -750	-36%	-$14.7K	﹤0.01%	395
2020 Q1	$32K	Buy	2,060 +1,500	+268%	+$37.8K	0.01%	382
2019 Q4	$18K	Hold	560	–	–	﹤0.01%	396
2019 Q3	$18K	Hold	560	–	–	﹤0.01%	405
2019 Q2	$19K	Hold	560	–	–	0.01%	397
2019 Q1	$20K	Sell	560 -175	-24%	-$6.12K	0.01%	376
2018 Q4	$23K	Hold	735	–	–	0.01%	330
2018 Q3	$31K	Hold	735	–	–	0.01%	342
2018 Q2	$31K	Hold	735	–	–	0.01%	341
2018 Q1	$27K	Hold	735	–	–	0.01%	300
2017 Q4	$29K	Hold	735	–	–	0.01%	249
2017 Q3	$28K	Sell	735 -480	-40%	-$17.1K	0.01%	234
2017 Q2	$43K	Buy	+1,215	New	+$44.8K	0.02%	245

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

BDO Wealth Advisors's IYE Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares US Energy ETF (IYE) position steady in Q2 2023 at 1,497 shares worth $64.1K. The position accounts for 0.01% of the portfolio, ranked #389.

BDO Wealth Advisors first reported a position in IYE in Q2 2017 and has held it in 25 quarters since. The position peaked at $65.5K in Q1 2023. 307 funds tracked by Wall St. Rank hold IYE as of Q2 2023.

BDO Wealth Advisors held 1,497 shares of iShares US Energy ETF worth $64.1K as of Q2 2023.
BDO Wealth Advisors left its iShares US Energy ETF share count unchanged in Q2 2023.
iShares US Energy ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #389 holding.
BDO Wealth Advisors first reported a position in iShares US Energy ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares US Energy ETF position peaked at $65.5K in Q1 2023.
307 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.