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Goodman Advisory Group’s iShares US Energy ETF IYE Stock Holding History

Goodman Advisory 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
2024
Q4 		– Sell
-15,002
Closed -$695K – 114
2024
Q3 		$695K Sell
15,002
-11,680
-44% -$550K 0.2% 60
2024
Q2 		$1.28M Buy
+26,682
New +$1.3M 0.38% 48

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Goodman Advisory Group's IYE Position: Q4 2024 in Review

Goodman Advisory Group sold out of iShares US Energy ETF (IYE) in Q4 2024, closing a stake of 15,002 shares — an estimated $695K sold.

Goodman Advisory Group first reported a position in IYE in Q2 2024 and held it in 2 quarters. The position peaked at $1.28M in Q2 2024. 304 funds tracked by Wall St. Rank hold IYE as of Q4 2024.

  • Goodman Advisory Group reported no remaining iShares US Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Goodman Advisory Group sold 15,002 iShares US Energy ETF shares in Q4 2024, an estimated $695K.
  • Goodman Advisory Group first reported a position in iShares US Energy ETF in Q2 2024 and held it in 2 quarters.
  • Goodman Advisory Group's iShares US Energy ETF position peaked at $1.28M in Q2 2024.
  • 304 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2024.

Based on Goodman Advisory Group's 13F filing for Q4 2024, filed 13 Feb 2025.