HIA
IYE icon

Harbor Investment Advisory’s iShares US Energy ETF IYE Stock Holding History

Harbor Investment Advisory’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
Q1 		– Sell
-144
Closed -$6.7K – 1345
2022
Q4 		$6.7K Hold
144
– – ﹤0.01% 1071
2022
Q3 		$6K Sell
144
-29
-17% -$1.19K ﹤0.01% 1112
2022
Q2 		$7K Sell
173
-38
-18% -$1.61K ﹤0.01% 1097
2022
Q1 		$9K Buy
211
+48
+29% +$1.77K ﹤0.01% 1071
2021
Q4 		$5K Buy
163
+115
+240% +$3.54K ﹤0.01% 1143
2021
Q3 		$1K Buy
+48
New +$1.29K ﹤0.01% 1274

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbor Investment Advisory's IYE Position: Q1 2023 in Review

Harbor Investment Advisory sold out of iShares US Energy ETF (IYE) in Q1 2023, closing a stake of 144 shares — an estimated $6.7K sold.

Harbor Investment Advisory first reported a position in IYE in Q3 2021 and held it in 6 quarters. The position peaked at $9K in Q1 2022. 338 funds tracked by Wall St. Rank hold IYE as of Q1 2023.

  • Harbor Investment Advisory reported no remaining iShares US Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 144 iShares US Energy ETF shares in Q1 2023, an estimated $6.7K.
  • Harbor Investment Advisory first reported a position in iShares US Energy ETF in Q3 2021 and held it in 6 quarters.
  • Harbor Investment Advisory's iShares US Energy ETF position peaked at $9K in Q1 2022.
  • 338 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2023.

Based on Harbor Investment Advisory's 13F filing for Q1 2023, filed 21 Apr 2023.