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Heritage Wealth Management (Arizona)’s iShares US Energy ETF IYE Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$134K Buy
2,886
+1,443
+100% +$67.4K 0.02% 377
2022
Q3 		$57K Buy
+1,443
New +$59.2K 0.02% 385

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IYE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares US Energy ETF (IYE) stake by 100% in Q4 2022, buying an estimated $67.4K and bringing the position to 2,886 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #377.

Heritage Wealth Management (Arizona) first reported a position in IYE in Q3 2022 and has held it in 2 quarters since. 396 funds tracked by Wall St. Rank hold IYE as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 2,886 shares of iShares US Energy ETF worth $134K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,443 iShares US Energy ETF shares in Q4 2022, an estimated $67.4K.
  • iShares US Energy ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #377 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares US Energy ETF in Q3 2022 and has held it in 2 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.