Certified Advisory Corp’s iShares US Energy ETF IYE Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-371	Closed	-$10K	–	475
2021 Q1	$10K	Buy	+371	New	+$9.13K	﹤0.01%	594
2020 Q2	$7K	Hold	371	–	–	﹤0.01%	600
2020 Q1	$6K	Hold	371	–	–	﹤0.01%	600
2019 Q4	$12K	Hold	371	–	–	﹤0.01%	565
2019 Q3	$12K	Hold	371	–	–	﹤0.01%	563
2019 Q2	$13K	Hold	371	–	–	﹤0.01%	545
2019 Q1	$13K	Hold	371	–	–	0.01%	514
2018 Q4	$12K	Sell	371 -178	-32%	-$6.54K	0.01%	509
2018 Q3	$23K	Hold	549	–	–	0.01%	419
2018 Q2	$23K	Hold	549	–	–	0.01%	400
2018 Q1	$20K	Hold	549	–	–	0.01%	411
2017 Q4	$21K	Buy	+549	New	+$20.7K	0.02%	360

Other funds holding IYE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Certified Advisory Corp's IYE Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares US Energy ETF (IYE) in Q2 2021, closing a stake of 371 shares — an estimated $10K sold.

Certified Advisory Corp first reported a position in IYE in Q4 2017 and held it in 12 quarters. The position peaked at $23K in Q3 2018. 314 funds tracked by Wall St. Rank hold IYE as of Q2 2021.

Certified Advisory Corp reported no remaining iShares US Energy ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 371 iShares US Energy ETF shares in Q2 2021, an estimated $10K.
Certified Advisory Corp first reported a position in iShares US Energy ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's iShares US Energy ETF position peaked at $23K in Q3 2018.
314 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.