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Institutional & Family Asset Management’s iShares US Energy ETF IYE Stock Holding History

Institutional & Family Asset 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
Q2 		– Sell
-453
Closed -$19K – 756
2022
Q1 		$19K Buy
453
+284
+168% +$10.5K ﹤0.01% 358
2021
Q4 		$5K Hold
169
– – ﹤0.01% 561
2021
Q3 		$5K Buy
+169
New +$4.54K ﹤0.01% 660

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Institutional & Family Asset Management's IYE Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of iShares US Energy ETF (IYE) in Q2 2022, closing a stake of 453 shares — an estimated $19K sold.

Institutional & Family Asset Management first reported a position in IYE in Q3 2021 and held it in 3 quarters. The position peaked at $19K in Q1 2022. 385 funds tracked by Wall St. Rank hold IYE as of Q2 2022.

  • Institutional & Family Asset Management reported no remaining iShares US Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 453 iShares US Energy ETF shares in Q2 2022, an estimated $19K.
  • Institutional & Family Asset Management first reported a position in iShares US Energy ETF in Q3 2021 and held it in 3 quarters.
  • Institutional & Family Asset Management's iShares US Energy ETF position peaked at $19K in Q1 2022.
  • 385 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.