FundX Investment Group’s iShares US Energy ETF IYE Stock Holding History

FundX Investment Group’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	$1.34M	Buy	+44,431	New	+$1.37M	0.33%	30

Other funds holding IYE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

FundX Investment Group's IYE Position: Q4 2021 in Review

FundX Investment Group opened a new position in iShares US Energy ETF (IYE) in Q4 2021: 44,431 shares worth $1.34M. The stake represents 0.33% of the portfolio and ranks #30 among its holdings.

350 funds tracked by Wall St. Rank hold IYE as of Q4 2021.

FundX Investment Group held 44,431 shares of iShares US Energy ETF worth $1.34M as of Q4 2021.
iShares US Energy ETF was a new FundX Investment Group position in Q4 2021.
iShares US Energy ETF made up 0.33% of FundX Investment Group's portfolio in Q4 2021, its #30 holding.
350 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.