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Coppell Advisory Solutions’s iShares US Energy ETF IYE Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-83
Closed -$3.73K – 1115
2024
Q4 		$3.73K Hold
83
– – ﹤0.01% 1398
2024
Q3 		$3.82K Sell
83
-179
-68% -$8.43K ﹤0.01% 1316
2024
Q2 		$12.6K Buy
+262
New +$12.8K ﹤0.01% 946
2023
Q4 		$5.21K Buy
+118
New +$5.3K ﹤0.01% 1097
2023
Q2 		– Sell
-4,789
Closed -$208K – 1440
2023
Q1 		$208K Buy
+4,789
New +$217K 0.07% 187

Other funds holding IYE

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
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

Coppell Advisory Solutions's IYE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares US Energy ETF (IYE) in Q1 2025, closing a stake of 83 shares — an estimated $3.73K sold.

Coppell Advisory Solutions first reported a position in IYE in Q1 2023 and held it in 5 quarters. The position peaked at $208K in Q1 2023. 297 funds tracked by Wall St. Rank hold IYE as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares US Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 83 iShares US Energy ETF shares in Q1 2025, an estimated $3.73K.
  • Coppell Advisory Solutions first reported a position in iShares US Energy ETF in Q1 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's iShares US Energy ETF position peaked at $208K in Q1 2023.
  • 297 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.