BerganKDV Wealth Management’s iShares US Energy ETF IYE Stock Holding History

BerganKDV Wealth Management’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 Q1	–	Sell	-710	Closed	-$33K	–	1094
2022 Q4	$33K	Buy	710 +360	+103%	+$16.8K	﹤0.01%	425
2022 Q3	$14K	Hold	350	–	–	﹤0.01%	528
2022 Q2	$13K	Hold	350	–	–	﹤0.01%	548
2022 Q1	$14K	Hold	350	–	–	﹤0.01%	559
2021 Q4	$11K	Hold	350	–	–	﹤0.01%	645
2021 Q3	$10K	Hold	350	–	–	﹤0.01%	636
2021 Q2	$10K	Hold	350	–	–	﹤0.01%	605
2021 Q1	$9K	Hold	350	–	–	﹤0.01%	592
2020 Q4	$7K	Buy	+350	New	+$6.42K	﹤0.01%	614

Other funds holding IYE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BerganKDV Wealth Management's IYE Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of iShares US Energy ETF (IYE) in Q1 2023, closing a stake of 710 shares — an estimated $33K sold.

BerganKDV Wealth Management first reported a position in IYE in Q4 2020 and held it in 9 quarters. The position peaked at $33K in Q4 2022. 337 funds tracked by Wall St. Rank hold IYE as of Q1 2023.

BerganKDV Wealth Management reported no remaining iShares US Energy ETF position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 710 iShares US Energy ETF shares in Q1 2023, an estimated $33K.
BerganKDV Wealth Management first reported a position in iShares US Energy ETF in Q4 2020 and held it in 9 quarters.
BerganKDV Wealth Management's iShares US Energy ETF position peaked at $33K in Q4 2022.
337 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.