Institute for Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Institute for Wealth 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
2020 Q1	–	Sell	-200	Closed	-$6K	–	548
2019 Q4	$6K	Buy	+200	New	+$6.32K	﹤0.01%	627
2014 Q2	–	Sell	-45,209	Closed	-$2.31M	–	67
2014 Q1	$2.31M	Buy	45,209 +7,787	+21%	+$383K	1.97%	16
2013 Q4	$1.89M	Sell	37,422 -64,933	-63%	-$3.18M	1.36%	26
2013 Q3	$4.82M	Buy	102,355 +39,058	+62%	+$1.83M	3.32%	14
2013 Q2	$2.82M	Buy	+63,297	New	+$2.86M	2.26%	18

Other funds holding IYE

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Institute for Wealth Management's IYE Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares US Energy ETF (IYE) in Q1 2020, closing a stake of 200 shares — an estimated $6K sold.

Institute for Wealth Management first reported a position in IYE in Q2 2013 and held it in 5 quarters. The position peaked at $4.82M in Q3 2013. 159 funds tracked by Wall St. Rank hold IYE as of Q1 2020.

Institute for Wealth Management reported no remaining iShares US Energy ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 200 iShares US Energy ETF shares in Q1 2020, an estimated $6K.
Institute for Wealth Management first reported a position in iShares US Energy ETF in Q2 2013 and held it in 5 quarters.
Institute for Wealth Management's iShares US Energy ETF position peaked at $4.82M in Q3 2013.
159 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.