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Hoxton Planning & Management’s iShares US Energy ETF IYE Stock Holding History

Hoxton Planning & 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
2023
Q1 		– Sell
-4,442
Closed -$207K – 166
2022
Q4 		$207K Buy
+4,442
New +$208K 0.11% 150

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hoxton Planning & Management's IYE Position: Q1 2023 in Review

Hoxton Planning & Management sold out of iShares US Energy ETF (IYE) in Q1 2023, closing a stake of 4,442 shares — an estimated $207K sold.

Hoxton Planning & Management first reported a position in IYE in Q4 2022 and held it in 1 quarter. The position peaked at $207K in Q4 2022. 338 funds tracked by Wall St. Rank hold IYE as of Q1 2023.

  • Hoxton Planning & Management reported no remaining iShares US Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Hoxton Planning & Management sold 4,442 iShares US Energy ETF shares in Q1 2023, an estimated $207K.
  • Hoxton Planning & Management first reported a position in iShares US Energy ETF in Q4 2022 and held it in 1 quarter.
  • Hoxton Planning & Management's iShares US Energy ETF position peaked at $207K in Q4 2022.
  • 338 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2023.

Based on Hoxton Planning & Management's 13F filing for Q1 2023, filed 15 May 2023.