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Financial Advocates Investment Management’s iShares US Energy ETF IYE Stock Holding History

Financial Advocates Investment 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
2022
Q3 		– Sell
-8,833
Closed -$337K – 794
2022
Q2 		$337K Sell
8,833
-9,903
-53% -$421K 0.03% 482
2022
Q1 		$767K Buy
18,736
+10,483
+127% +$386K 0.05% 352
2021
Q4 		$243K Sell
8,253
-10,180
-55% -$313K 0.02% 676
2021
Q3 		$521K Buy
18,433
+2,244
+14% +$60.3K 0.04% 466
2021
Q2 		$471K Sell
16,189
-6,967
-30% -$194K 0.03% 487
2021
Q1 		$991K Buy
+23,156
New +$570K 0.07% 318
2019
Q1 		– Sell
-6,919
Closed -$216K – 465
2018
Q4 		$216K Buy
6,919
+182
+3% +$6.69K 0.03% 394
2018
Q3 		$283K Sell
6,737
-1,823
-21% -$75.4K 0.03% 407
2018
Q2 		$353K Sell
8,560
-189
-2% -$7.72K 0.04% 336
2018
Q1 		$323K Sell
8,749
-226
-3% -$8.76K 0.04% 352
2017
Q4 		$356K Buy
+8,975
New +$338K 0.05% 321

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's IYE Position: Q3 2022 in Review

Financial Advocates Investment Management sold out of iShares US Energy ETF (IYE) in Q3 2022, closing a stake of 8,833 shares — an estimated $337K sold.

Financial Advocates Investment Management first reported a position in IYE in Q4 2017 and held it in 11 quarters. The position peaked at $991K in Q1 2021. 361 funds tracked by Wall St. Rank hold IYE as of Q3 2022.

  • Financial Advocates Investment Management reported no remaining iShares US Energy ETF position as of Q3 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,833 iShares US Energy ETF shares in Q3 2022, an estimated $337K.
  • Financial Advocates Investment Management first reported a position in iShares US Energy ETF in Q4 2017 and held it in 11 quarters.
  • Financial Advocates Investment Management's iShares US Energy ETF position peaked at $991K in Q1 2021.
  • 361 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2022.

Based on Financial Advocates Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.