JFS Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

JFS Wealth Advisors’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
2025 Q1	–	Sell	-663	Closed	-$30.2K	–	1965
2024 Q4	$30.2K	Buy	663 +591	+821%	+$28.3K	﹤0.01%	547
2024 Q3	$3.34K	Sell	72 -239	-77%	-$11.3K	﹤0.01%	1269
2024 Q2	$14.9K	Buy	311 +63	+25%	+$3.08K	﹤0.01%	672
2024 Q1	$12.3K	Buy	248 +216	+675%	+$9.71K	﹤0.01%	754
2023 Q4	$1.41K	Buy	+32	New	+$1.44K	﹤0.01%	1552
2022 Q1	–	Sell	-26	Closed	-$1K	–	1895
2021 Q4	$1K	Buy	+26	New	+$800	﹤0.01%	1418

Other funds holding IYE

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

JFS Wealth Advisors's IYE Position: Q1 2025 in Review

JFS Wealth Advisors sold out of iShares US Energy ETF (IYE) in Q1 2025, closing a stake of 663 shares — an estimated $30.2K sold.

JFS Wealth Advisors first reported a position in IYE in Q4 2021 and held it in 6 quarters. The position peaked at $30.2K in Q4 2024. 297 funds tracked by Wall St. Rank hold IYE as of Q1 2025.

JFS Wealth Advisors reported no remaining iShares US Energy ETF position as of Q1 2025 after selling out during the quarter.
JFS Wealth Advisors sold 663 iShares US Energy ETF shares in Q1 2025, an estimated $30.2K.
JFS Wealth Advisors first reported a position in iShares US Energy ETF in Q4 2021 and held it in 6 quarters.
JFS Wealth Advisors's iShares US Energy ETF position peaked at $30.2K in Q4 2024.
297 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2025.

Based on JFS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.