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Juncture Wealth Strategies’s iShares US Energy ETF IYE Stock Holding History

Juncture Wealth Strategies’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
2024
Q1 		– Sell
-22,546
Closed -$995K – 120
2023
Q4 		$995K Buy
+22,546
New +$1.01M 0.45% 41

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Juncture Wealth Strategies's IYE Position: Q1 2024 in Review

Juncture Wealth Strategies sold out of iShares US Energy ETF (IYE) in Q1 2024, closing a stake of 22,546 shares — an estimated $995K sold.

Juncture Wealth Strategies first reported a position in IYE in Q4 2023 and held it in 1 quarter. The position peaked at $995K in Q4 2023. 308 funds tracked by Wall St. Rank hold IYE as of Q1 2024.

  • Juncture Wealth Strategies reported no remaining iShares US Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Juncture Wealth Strategies sold 22,546 iShares US Energy ETF shares in Q1 2024, an estimated $995K.
  • Juncture Wealth Strategies first reported a position in iShares US Energy ETF in Q4 2023 and held it in 1 quarter.
  • Juncture Wealth Strategies's iShares US Energy ETF position peaked at $995K in Q4 2023.
  • 308 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2024.

Based on Juncture Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.