Integrated Investment Consultants’s iShares US Energy ETF IYE Stock Holding History

Integrated Investment Consultants’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
2019 Q2	–	Sell	-7,000	Closed	-$252K	–	159
2019 Q1	$252K	Hold	7,000	–	–	0.13%	115
2018 Q4	$218K	Hold	7,000	–	–	0.12%	134
2018 Q3	$294K	Hold	7,000	–	–	0.14%	108
2018 Q2	$294K	Hold	7,000	–	–	0.15%	99
2018 Q1	$259K	Buy	+7,000	New	+$271K	0.1%	135
2017 Q3	$262K	Sell	7,000 -600	-8%	-$21.3K	0.11%	113
2017 Q2	$270K	Hold	7,600	–	–	0.12%	105
2017 Q1	$293K	Hold	7,600	–	–	0.13%	97
2016 Q4	$316K	Hold	7,600	–	–	0.15%	86
2016 Q3	$295K	Sell	7,600 -200	-3%	-$7.62K	0.15%	92
2016 Q2	$299K	Hold	7,800	–	–	0.17%	91
2016 Q1	$273K	Buy	7,800 +200	+3%	+$6.52K	0.16%	92
2015 Q4	$238K	Buy	+7,600	New	+$281K	0.19%	90

Other funds holding IYE

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

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

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

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Integrated Investment Consultants's IYE Position: Q2 2019 in Review

Integrated Investment Consultants sold out of iShares US Energy ETF (IYE) in Q2 2019, closing a stake of 7,000 shares — an estimated $252K sold.

Integrated Investment Consultants first reported a position in IYE in Q4 2015 and held it in 13 quarters. The position peaked at $316K in Q4 2016. 179 funds tracked by Wall St. Rank hold IYE as of Q2 2019.

Integrated Investment Consultants reported no remaining iShares US Energy ETF position as of Q2 2019 after selling out during the quarter.
Integrated Investment Consultants sold 7,000 iShares US Energy ETF shares in Q2 2019, an estimated $252K.
Integrated Investment Consultants first reported a position in iShares US Energy ETF in Q4 2015 and held it in 13 quarters.
Integrated Investment Consultants's iShares US Energy ETF position peaked at $316K in Q4 2016.
179 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2019.

Based on Integrated Investment Consultants's 13F filing for Q2 2019, filed 16 Jul 2019.