Carolinas Wealth Consulting’s iShares US Energy ETF IYE Stock Holding History

Carolinas Wealth Consulting’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 Q4	–	Sell	-175	Closed	-$8.08K	–	1082
2024 Q3	$8.08K	Hold	175	–	–	﹤0.01%	594
2024 Q2	$8.37K	Buy	175 +1	+0.6%	+$49	﹤0.01%	583
2024 Q1	$8.62K	Hold	174	–	–	﹤0.01%	579
2023 Q4	$7.69K	Hold	174	–	–	﹤0.01%	574
2023 Q3	$7.81K	Hold	174	–	–	﹤0.01%	550
2023 Q2	$7.47K	Hold	174	–	–	﹤0.01%	632
2023 Q1	$7.63K	Hold	174	–	–	﹤0.01%	640
2022 Q4	$8.11K	Buy	+174	New	+$8.13K	﹤0.01%	644

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BRCM

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

Carolinas Wealth Consulting's IYE Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of iShares US Energy ETF (IYE) in Q4 2024, closing a stake of 175 shares — an estimated $8.08K sold.

Carolinas Wealth Consulting first reported a position in IYE in Q4 2022 and held it in 8 quarters. The position peaked at $8.62K in Q1 2024. 304 funds tracked by Wall St. Rank hold IYE as of Q4 2024.

Carolinas Wealth Consulting reported no remaining iShares US Energy ETF position as of Q4 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 175 iShares US Energy ETF shares in Q4 2024, an estimated $8.08K.
Carolinas Wealth Consulting first reported a position in iShares US Energy ETF in Q4 2022 and held it in 8 quarters.
Carolinas Wealth Consulting's iShares US Energy ETF position peaked at $8.62K in Q1 2024.
304 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.