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IYE icon

Crescent Capital Consulting’s iShares US Energy ETF IYE Stock Holding History

Crescent Capital 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
2021
Q4 		$209K Hold
6,927
– – 0.03% 173
2021
Q3 		$196K Hold
6,927
– – 0.04% 177
2021
Q2 		$202K Sell
6,927
-35
-0.5% -$975 0.04% 175
2021
Q1 		$183K Buy
6,962
+6,927
+19,791% +$170K 0.04% 186
2020
Q4 		$1K Buy
+35
New +$643 ﹤0.01% 446

Other funds holding IYE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Crescent Capital Consulting's IYE Position: Q4 2021 in Review

Crescent Capital Consulting held its iShares US Energy ETF (IYE) position steady in Q4 2021 at 6,927 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #173.

Crescent Capital Consulting first reported a position in IYE in Q4 2020 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold IYE as of Q4 2021.

  • Crescent Capital Consulting held 6,927 shares of iShares US Energy ETF worth $209K as of Q4 2021.
  • Crescent Capital Consulting left its iShares US Energy ETF share count unchanged in Q4 2021.
  • iShares US Energy ETF made up 0.03% of Crescent Capital Consulting's portfolio in Q4 2021, its #173 holding.
  • Crescent Capital Consulting first reported a position in iShares US Energy ETF in Q4 2020 and has held it in 5 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.