Gradient Investments’s iShares US Energy ETF IYE Stock Holding History

Gradient Investments’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 Q3	–	Sell	-336	Closed	-$14.4K	–	1861
2023 Q2	$14.4K	Hold	336	–	–	﹤0.01%	746
2023 Q1	$14.7K	Hold	336	–	–	﹤0.01%	732
2022 Q4	$15.6K	Hold	336	–	–	﹤0.01%	732
2022 Q3	$13K	Hold	336	–	–	﹤0.01%	750
2022 Q2	$13K	Hold	336	–	–	﹤0.01%	720
2022 Q1	$14K	Hold	336	–	–	﹤0.01%	713
2021 Q4	$10K	Hold	336	–	–	﹤0.01%	794
2021 Q3	$9K	Hold	336	–	–	﹤0.01%	786
2021 Q2	$10K	Hold	336	–	–	﹤0.01%	762
2021 Q1	$9K	Buy	+336	New	+$8.27K	﹤0.01%	783
2020 Q1	–	Sell	-143	Closed	-$5K	–	1156
2019 Q4	$5K	Hold	143	–	–	﹤0.01%	819
2019 Q3	$5K	Hold	143	–	–	﹤0.01%	797
2019 Q2	$5K	Hold	143	–	–	﹤0.01%	769
2019 Q1	$5K	Hold	143	–	–	﹤0.01%	649
2018 Q4	$4K	Hold	143	–	–	﹤0.01%	739
2018 Q3	$6K	Hold	143	–	–	﹤0.01%	711
2018 Q2	$6K	Hold	143	–	–	﹤0.01%	693
2018 Q1	$5K	Hold	143	–	–	﹤0.01%	726
2017 Q4	$6K	Buy	+143	New	+$5.39K	﹤0.01%	668
2017 Q3	–	Sell	-143	Closed	-$5K	–	480
2017 Q2	$5K	Hold	143	–	–	﹤0.01%	572
2017 Q1	$6K	Hold	143	–	–	﹤0.01%	585
2016 Q4	$6K	Hold	143	–	–	﹤0.01%	524
2016 Q3	$6K	Hold	143	–	–	﹤0.01%	512
2016 Q2	$5K	Hold	143	–	–	﹤0.01%	510
2016 Q1	$5K	Hold	143	–	–	﹤0.01%	530
2015 Q4	$5K	Hold	143	–	–	﹤0.01%	485
2015 Q3	$5K	Buy	+143	New	+$5.41K	﹤0.01%	449

Other funds holding IYE

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Gradient Investments's IYE Position: Q3 2023 in Review

Gradient Investments sold out of iShares US Energy ETF (IYE) in Q3 2023, closing a stake of 336 shares — an estimated $14.4K sold.

Gradient Investments first reported a position in IYE in Q3 2015 and held it in 27 quarters. The position peaked at $15.6K in Q4 2022. 302 funds tracked by Wall St. Rank hold IYE as of Q3 2023.

Gradient Investments reported no remaining iShares US Energy ETF position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 336 iShares US Energy ETF shares in Q3 2023, an estimated $14.4K.
Gradient Investments first reported a position in iShares US Energy ETF in Q3 2015 and held it in 27 quarters.
Gradient Investments's iShares US Energy ETF position peaked at $15.6K in Q4 2022.
302 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.