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

Executive 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
2019
Q3 		– Sell
-1,750
Closed -$60K – 471
2019
Q2 		$60K Buy
1,750
+774
+79% +$26.9K 0.01% 270
2019
Q1 		$35K Sell
976
-416
-30% -$14.6K 0.01% 327
2018
Q4 		$43K Buy
+1,392
New +$51.2K 0.01% 304

Other funds holding IYE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Executive Wealth Management's IYE Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares US Energy ETF (IYE) in Q3 2019, closing a stake of 1,750 shares — an estimated $60K sold.

Executive Wealth Management first reported a position in IYE in Q4 2018 and held it in 3 quarters. The position peaked at $60K in Q2 2019. 158 funds tracked by Wall St. Rank hold IYE as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares US Energy ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,750 iShares US Energy ETF shares in Q3 2019, an estimated $60K.
  • Executive Wealth Management first reported a position in iShares US Energy ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's iShares US Energy ETF position peaked at $60K in Q2 2019.
  • 158 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.