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Highlander Capital Management’s iShares US Energy ETF IYE Stock Holding History

Highlander Capital Management’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
2024
Q1 		$9.88K Hold
200
– – ﹤0.01% 692
2023
Q4 		$8.82K Hold
200
– – ﹤0.01% 744
2023
Q3 		$9K Buy
+200
New +$9.22K ﹤0.01% 675

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Highlander Capital Management's IYE Position: Q1 2024 in Review

Highlander Capital Management held its iShares US Energy ETF (IYE) position steady in Q1 2024 at 200 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Highlander Capital Management first reported a position in IYE in Q3 2023 and has held it in 3 quarters since. 308 funds tracked by Wall St. Rank hold IYE as of Q1 2024.

  • Highlander Capital Management held 200 shares of iShares US Energy ETF worth $9.88K as of Q1 2024.
  • Highlander Capital Management left its iShares US Energy ETF share count unchanged in Q1 2024.
  • iShares US Energy ETF made up ﹤0.01% of Highlander Capital Management's portfolio in Q1 2024, its #692 holding.
  • Highlander Capital Management first reported a position in iShares US Energy ETF in Q3 2023 and has held it in 3 quarters since.
  • 308 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.