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Householder Group Estate & Retirement Specialist’s iShares US Energy ETF IYE Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q2 		– Sell
-16
Closed -$790 – 1274
2024
Q1 		$790 Buy
+16
New +$720 ﹤0.01% 1132

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Householder Group Estate & Retirement Specialist's IYE Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares US Energy ETF (IYE) in Q2 2024, closing a stake of 16 shares — an estimated $790 sold.

Householder Group Estate & Retirement Specialist first reported a position in IYE in Q1 2024 and held it in 1 quarter. The position peaked at $790 in Q1 2024. 297 funds tracked by Wall St. Rank hold IYE as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares US Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 16 iShares US Energy ETF shares in Q2 2024, an estimated $790.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares US Energy ETF in Q1 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's iShares US Energy ETF position peaked at $790 in Q1 2024.
  • 297 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.