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Johnson Financial Group Inc (Wisconsin)’s iShares US Energy ETF IYE Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q4 		– Sell
-43
Closed -$2K – 646
2022
Q3 		$2K Buy
+43
New +$1.76K ﹤0.01% 582
2013
Q4 		– Sell
-270
Closed -$13K – 709
2013
Q3 		$13K Sell
270
-2,170
-89% -$102K ﹤0.01% 540
2013
Q2 		$109K Buy
+2,440
New +$110K 0.03% 307

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Johnson Financial Group Inc (Wisconsin)'s IYE Position: Q4 2022 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares US Energy ETF (IYE) in Q4 2022, closing a stake of 43 shares — an estimated $2K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in IYE in Q2 2013 and held it in 3 quarters. The position peaked at $109K in Q2 2013. 396 funds tracked by Wall St. Rank hold IYE as of Q4 2022.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining iShares US Energy ETF position as of Q4 2022 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 43 iShares US Energy ETF shares in Q4 2022, an estimated $2K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares US Energy ETF in Q2 2013 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s iShares US Energy ETF position peaked at $109K in Q2 2013.
  • 396 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2022.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2022, filed 13 Feb 2023.