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Insight Wealth Strategies’s iShares US Energy ETF IYE Stock Holding History

Insight Wealth Strategies’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
2021
Q4 		– Sell
-8,129
Closed -$230K – 180
2021
Q3 		$230K Buy
+8,129
New +$218K 0.03% 175
2021
Q2 		– Sell
-8,633
Closed -$226K – 211
2021
Q1 		$226K Buy
+8,633
New +$212K 0.03% 207

Other funds holding IYE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Insight Wealth Strategies's IYE Position: Q4 2021 in Review

Insight Wealth Strategies sold out of iShares US Energy ETF (IYE) in Q4 2021, closing a stake of 8,129 shares — an estimated $230K sold.

Insight Wealth Strategies first reported a position in IYE in Q1 2021 and held it in 2 quarters. The position peaked at $230K in Q3 2021. 351 funds tracked by Wall St. Rank hold IYE as of Q4 2021.

  • Insight Wealth Strategies reported no remaining iShares US Energy ETF position as of Q4 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 8,129 iShares US Energy ETF shares in Q4 2021, an estimated $230K.
  • Insight Wealth Strategies first reported a position in iShares US Energy ETF in Q1 2021 and held it in 2 quarters.
  • Insight Wealth Strategies's iShares US Energy ETF position peaked at $230K in Q3 2021.
  • 351 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.