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Burleson & Co’s iShares US Energy ETF IYE Stock Holding History

Burleson & Co’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 		$73.1K Buy
1,573
+32
+2% +$1.5K 0.02% 158
2022
Q3 		$61K Buy
+1,541
New +$63.3K 0.01% 177

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 $424B AUM 22.94% 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

Burleson & Co's IYE Position: Q4 2022 in Review

Burleson & Co increased its iShares US Energy ETF (IYE) stake by 2.1% in Q4 2022, buying an estimated $1.5K and bringing the position to 1,573 shares worth $73.1K. The position accounts for 0.02% of the portfolio, ranked #158.

Burleson & Co first reported a position in IYE in Q3 2022 and has held it in 2 quarters since. 396 funds tracked by Wall St. Rank hold IYE as of Q4 2022.

  • Burleson & Co held 1,573 shares of iShares US Energy ETF worth $73.1K as of Q4 2022.
  • Burleson & Co bought 32 iShares US Energy ETF shares in Q4 2022, an estimated $1.5K.
  • iShares US Energy ETF made up 0.02% of Burleson & Co's portfolio in Q4 2022, its #158 holding.
  • Burleson & Co first reported a position in iShares US Energy ETF in Q3 2022 and has held it in 2 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.