Buttonwood Financial Group’s iShares US Energy ETF IYE Stock Holding History

Buttonwood Financial Group’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
2024 Q1	–	Sell	-17,361	Closed	-$766K	–	30
2023 Q4	$766K	Buy	+17,361	New	+$780K	0.56%	19
2023 Q1	–	Sell	-23,646	Closed	-$1.1M	–	32
2022 Q4	$1.1M	Sell	23,646 -4,838	-17%	-$226K	1%	15
2022 Q3	$1.12M	Sell	28,484 -31,695	-53%	-$1.3M	1.16%	14
2022 Q2	$2.27M	Sell	60,179 -40,700	-40%	-$1.73M	2.23%	12
2022 Q1	$4.12M	Buy	+100,879	New	+$3.72M	3.06%	6

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Buttonwood Financial Group's IYE Position: Q1 2024 in Review

Buttonwood Financial Group sold out of iShares US Energy ETF (IYE) in Q1 2024, closing a stake of 17,361 shares — an estimated $766K sold.

Buttonwood Financial Group first reported a position in IYE in Q1 2022 and held it in 5 quarters. The position peaked at $4.12M in Q1 2022. 308 funds tracked by Wall St. Rank hold IYE as of Q1 2024.

Buttonwood Financial Group reported no remaining iShares US Energy ETF position as of Q1 2024 after selling out during the quarter.
Buttonwood Financial Group sold 17,361 iShares US Energy ETF shares in Q1 2024, an estimated $766K.
Buttonwood Financial Group first reported a position in iShares US Energy ETF in Q1 2022 and held it in 5 quarters.
Buttonwood Financial Group's iShares US Energy ETF position peaked at $4.12M in Q1 2022.
308 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2024.

Based on Buttonwood Financial Group's 13F filing for Q1 2024, filed 11 Apr 2024.