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Gries Financial’s iShares US Energy ETF IYE Stock Holding History

Gries Financial’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
Q2 		– Sell
-7,930
Closed -$347K – 161
2023
Q1 		$347K Sell
7,930
-28,717
-78% -$1.3M 0.1% 134
2022
Q4 		$1.7M Sell
36,647
-1,878
-5% -$87.8K 0.57% 63
2022
Q3 		$1.51M Sell
38,525
-35,591
-48% -$1.46M 0.64% 43
2022
Q2 		$2.83M Sell
74,116
-10,072
-12% -$428K 1.34% 14
2022
Q1 		$3.44M Buy
84,188
+17,722
+27% +$653K 1.27% 12
2021
Q4 		$2M Sell
66,466
-994
-1% -$30.6K 0.82% 23
2021
Q3 		$1.91M Buy
67,460
+12,275
+22% +$330K 0.6% 48
2021
Q2 		$1.45M Buy
+55,185
New +$1.54M 0.46% 65

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PCH
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Bank of America
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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return