Johnson Midwest Financial’s iShares US Energy ETF IYE Stock Holding History

Johnson Midwest Financial’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
2023 Q1	–	Sell	-196	Closed	-$9K	–	394
2022 Q4	$9K	Buy	196 +2	+1%	+$93	0.03%	203
2022 Q3	$8	Buy	194 +3	+2%	+$123	0.03%	202
2022 Q2	$7K	Buy	191 +1	+0.5%	+$42	0.01%	197
2022 Q1	$8K	Buy	190 +2	+1%	+$74	0.01%	186
2021 Q4	$6K	Buy	188 +1	+0.5%	+$31	﹤0.01%	207
2021 Q3	$5K	Buy	187 +2	+1%	+$54	﹤0.01%	214
2021 Q2	$5K	Buy	185 +1	+0.5%	+$28	﹤0.01%	200
2021 Q1	$5K	Buy	184 +1	+0.5%	+$25	0.01%	194
2020 Q4	$4K	Buy	+183	New	+$3.36K	﹤0.01%	217

Other funds holding IYE

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Johnson Midwest Financial's IYE Position: Q1 2023 in Review

Johnson Midwest Financial sold out of iShares US Energy ETF (IYE) in Q1 2023, closing a stake of 196 shares — an estimated $9K sold.

Johnson Midwest Financial first reported a position in IYE in Q4 2020 and held it in 9 quarters. The position peaked at $9K in Q4 2022. 338 funds tracked by Wall St. Rank hold IYE as of Q1 2023.

Johnson Midwest Financial reported no remaining iShares US Energy ETF position as of Q1 2023 after selling out during the quarter.
Johnson Midwest Financial sold 196 iShares US Energy ETF shares in Q1 2023, an estimated $9K.
Johnson Midwest Financial first reported a position in iShares US Energy ETF in Q4 2020 and held it in 9 quarters.
Johnson Midwest Financial's iShares US Energy ETF position peaked at $9K in Q4 2022.
338 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2023.

Based on Johnson Midwest Financial's 13F filing for Q1 2023, filed 19 Apr 2023.