CWM
IYE icon

Certus Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Certus Wealth Management’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
2023
Q4 		– Sell
-6,943
Closed -$329K – 59
2023
Q3 		$329K Sell
6,943
-161
-2% -$7.43K 0.31% 47
2023
Q2 		$304K Buy
+7,104
New +$304K 0.3% 50

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Certus Wealth Management's IYE Position: Q4 2023 in Review

Certus Wealth Management sold out of iShares US Energy ETF (IYE) in Q4 2023, closing a stake of 6,943 shares — an estimated $329K sold.

Certus Wealth Management first reported a position in IYE in Q2 2023 and held it in 2 quarters. The position peaked at $329K in Q3 2023. 312 funds tracked by Wall St. Rank hold IYE as of Q4 2023.

  • Certus Wealth Management reported no remaining iShares US Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Certus Wealth Management sold 6,943 iShares US Energy ETF shares in Q4 2023, an estimated $329K.
  • Certus Wealth Management first reported a position in iShares US Energy ETF in Q2 2023 and held it in 2 quarters.
  • Certus Wealth Management's iShares US Energy ETF position peaked at $329K in Q3 2023.
  • 312 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2023.

Based on Certus Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.