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Field & Main Bank’s iShares US Energy ETF IYE Stock Holding History

Field & Main Bank’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
2020
Q4 		– Sell
-350
Closed -$6K – 202
2020
Q3 		$6K Hold
350
– – ﹤0.01% 179
2020
Q2 		$7K Buy
+350
New +$6.86K 0.01% 164
2019
Q3 		– Sell
-50
Closed -$2K – 206
2019
Q2 		$2K Sell
50
-25
-33% -$868 ﹤0.01% 204
2019
Q1 		$3K Buy
+75
New +$2.63K ﹤0.01% 201
2018
Q3 		$3K Hold
75
– – ﹤0.01% 216
2018
Q2 		$3K Hold
75
– – ﹤0.01% 219
2018
Q1 		$3K Hold
75
– – ﹤0.01% 233
2017
Q4 		$3K Buy
+75
New +$2.83K ﹤0.01% 218

Other funds holding IYE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Field & Main Bank's IYE Position: Q4 2020 in Review

Field & Main Bank sold out of iShares US Energy ETF (IYE) in Q4 2020, closing a stake of 350 shares — an estimated $6K sold.

Field & Main Bank first reported a position in IYE in Q4 2017 and held it in 8 quarters. The position peaked at $7K in Q2 2020. 176 funds tracked by Wall St. Rank hold IYE as of Q4 2020.

  • Field & Main Bank reported no remaining iShares US Energy ETF position as of Q4 2020 after selling out during the quarter.
  • Field & Main Bank sold 350 iShares US Energy ETF shares in Q4 2020, an estimated $6K.
  • Field & Main Bank first reported a position in iShares US Energy ETF in Q4 2017 and held it in 8 quarters.
  • Field & Main Bank's iShares US Energy ETF position peaked at $7K in Q2 2020.
  • 176 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2020.

Based on Field & Main Bank's 13F filing for Q4 2020, filed 25 Feb 2021.