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

Howard 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
2022
Q1 		– Sell
-11,721
Closed -$353K – 55
2021
Q4 		$353K Buy
11,721
+1,013
+9% +$31.2K 0.04% 54
2021
Q3 		$303K Buy
+10,708
New +$288K 0.04% 47

Other funds holding IYE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Howard Capital Management's IYE Position: Q1 2022 in Review

Howard Capital Management sold out of iShares US Energy ETF (IYE) in Q1 2022, closing a stake of 11,721 shares — an estimated $353K sold.

Howard Capital Management first reported a position in IYE in Q3 2021 and held it in 2 quarters. The position peaked at $353K in Q4 2021. 389 funds tracked by Wall St. Rank hold IYE as of Q1 2022.

  • Howard Capital Management reported no remaining iShares US Energy ETF position as of Q1 2022 after selling out during the quarter.
  • Howard Capital Management sold 11,721 iShares US Energy ETF shares in Q1 2022, an estimated $353K.
  • Howard Capital Management first reported a position in iShares US Energy ETF in Q3 2021 and held it in 2 quarters.
  • Howard Capital Management's iShares US Energy ETF position peaked at $353K in Q4 2021.
  • 389 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2022.

Based on Howard Capital Management's 13F filing for Q1 2022, filed 2 May 2022.