IFG Advisory’s iShares US Energy ETF IYE Stock Holding History

IFG Advisory’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	-7,504	Closed	-$348K	–	519
2022 Q4	$348K	Buy	7,504 +268	+4%	+$12.5K	0.03%	374
2022 Q3	$284K	Buy	7,236 +380	+6%	+$15.6K	0.03%	421
2022 Q2	$261K	Sell	6,856 -4,500	-40%	-$191K	0.03%	397
2022 Q1	$464K	Buy	11,356 +473	+4%	+$17.4K	0.05%	316
2021 Q4	$327K	Sell	10,883 -1,865	-15%	-$57.4K	0.03%	391
2021 Q3	$360K	Buy	12,748 +835	+7%	+$22.4K	0.04%	359
2021 Q2	$346K	Buy	+11,913	New	+$332K	0.04%	364

Other funds holding IYE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFG Advisory's IYE Position: Q1 2023 in Review

IFG Advisory sold out of iShares US Energy ETF (IYE) in Q1 2023, closing a stake of 7,504 shares — an estimated $348K sold.

IFG Advisory first reported a position in IYE in Q2 2021 and held it in 7 quarters. The position peaked at $464K in Q1 2022. 338 funds tracked by Wall St. Rank hold IYE as of Q1 2023.

IFG Advisory reported no remaining iShares US Energy ETF position as of Q1 2023 after selling out during the quarter.
IFG Advisory sold 7,504 iShares US Energy ETF shares in Q1 2023, an estimated $348K.
IFG Advisory first reported a position in iShares US Energy ETF in Q2 2021 and held it in 7 quarters.
IFG Advisory's iShares US Energy ETF position peaked at $464K in Q1 2022.
338 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2023.

Based on IFG Advisory's 13F filing for Q1 2023, filed 26 Apr 2023.