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FDx Advisors’s iShares US Energy ETF IYE Stock Holding History

FDx Advisors’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
Q2 		– Sell
-6,184
Closed -$287K – 794
2023
Q1 		$287K Hold
6,184
– – 0.01% 586
2022
Q4 		$287K Buy
+6,184
New +$289K 0.01% 586
2022
Q3 		– Sell
-7,578
Closed -$289K – 773
2022
Q2 		$289K Sell
7,578
-822
-10% -$34.9K 0.01% 646
2022
Q1 		$344K Buy
+8,400
New +$310K 0.01% 610
2021
Q3 		– Sell
-7,568
Closed -$220K – 834
2021
Q2 		$220K Buy
+7,568
New +$211K 0.01% 761
2018
Q4 		– Sell
-8,249
Closed -$346K – 687
2018
Q3 		$346K Sell
8,249
-598
-7% -$24.7K 0.01% 647
2018
Q2 		$371K Hold
8,847
– – 0.01% 645
2018
Q1 		$327K Buy
8,847
+1
+0% +$39 0.01% 936
2017
Q4 		$351K Sell
8,846
-53
-0.6% -$2K 0.01% 952
2017
Q3 		$333K Buy
8,899
+471
+6% +$16.7K 0.01% 998
2017
Q2 		$299K Buy
+8,428
New +$311K 0.01% 981
2015
Q2 		– Sell
-8,600
Closed -$377K – 1002
2015
Q1 		$377K Buy
+8,600
New +$377K 0.01% 1099
2014
Q4 		– Sell
-4,400
Closed -$227K – 924
2014
Q3 		$227K Sell
4,400
-8,741
-67% -$481K 0.01% 875
2014
Q2 		$746K Sell
13,141
-3,158
-19% -$170K 0.05% 431
2014
Q1 		$831K Buy
16,299
+10,818
+197% +$532K 0.07% 291
2013
Q4 		$264K Buy
5,481
+580
+12% +$28.4K 0.03% 567
2013
Q3 		$231K Buy
+4,901
New +$229K 0.03% 518

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FDx Advisors's IYE Position: Q2 2023 in Review

FDx Advisors sold out of iShares US Energy ETF (IYE) in Q2 2023, closing a stake of 6,184 shares — an estimated $287K sold.

FDx Advisors first reported a position in IYE in Q3 2013 and held it in 17 quarters. The position peaked at $831K in Q1 2014. 307 funds tracked by Wall St. Rank hold IYE as of Q2 2023.

  • FDx Advisors reported no remaining iShares US Energy ETF position as of Q2 2023 after selling out during the quarter.
  • FDx Advisors sold 6,184 iShares US Energy ETF shares in Q2 2023, an estimated $287K.
  • FDx Advisors first reported a position in iShares US Energy ETF in Q3 2013 and held it in 17 quarters.
  • FDx Advisors's iShares US Energy ETF position peaked at $831K in Q1 2014.
  • 307 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2023.

Based on FDx Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.