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Bivin & Associates’s iShares US Energy ETF IYE Stock Holding History

Bivin & Associates’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
Q2 		$35K Hold
927
– – 0.04% 86
2022
Q1 		$38K Hold
927
– – 0.03% 92
2021
Q4 		$28K Buy
+927
New +$28.5K 0.02% 124

Other funds holding IYE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bivin & Associates's IYE Position: Q2 2022 in Review

Bivin & Associates held its iShares US Energy ETF (IYE) position steady in Q2 2022 at 927 shares worth $35K. The position accounts for 0.04% of the portfolio, ranked #86.

Bivin & Associates first reported a position in IYE in Q4 2021 and has held it in 3 quarters since. The position peaked at $38K in Q1 2022. 385 funds tracked by Wall St. Rank hold IYE as of Q2 2022.

  • Bivin & Associates held 927 shares of iShares US Energy ETF worth $35K as of Q2 2022.
  • Bivin & Associates left its iShares US Energy ETF share count unchanged in Q2 2022.
  • iShares US Energy ETF made up 0.04% of Bivin & Associates's portfolio in Q2 2022, its #86 holding.
  • Bivin & Associates first reported a position in iShares US Energy ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's iShares US Energy ETF position peaked at $38K in Q1 2022.
  • 385 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.