Hazlett, Burt & Watson’s iShares US Energy ETF IYE Stock Holding History

Hazlett, Burt & Watson’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
2022 Q3	–	Sell	-50	Closed	-$2K	–	640
2022 Q2	$2K	Buy	+50	New	+$2.12K	﹤0.01%	562

Other funds holding IYE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hazlett, Burt & Watson's IYE Position: Q3 2022 in Review

Hazlett, Burt & Watson sold out of iShares US Energy ETF (IYE) in Q3 2022, closing a stake of 50 shares — an estimated $2K sold.

Hazlett, Burt & Watson first reported a position in IYE in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 361 funds tracked by Wall St. Rank hold IYE as of Q3 2022.

Hazlett, Burt & Watson reported no remaining iShares US Energy ETF position as of Q3 2022 after selling out during the quarter.
Hazlett, Burt & Watson sold 50 iShares US Energy ETF shares in Q3 2022, an estimated $2K.
Hazlett, Burt & Watson first reported a position in iShares US Energy ETF in Q2 2022 and held it in 1 quarter.
Hazlett, Burt & Watson's iShares US Energy ETF position peaked at $2K in Q2 2022.
361 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2022.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2022, filed 20 Oct 2022.