Leelyn Smith’s iShares US Energy ETF IYE Stock Holding History

Leelyn Smith’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	-124	Closed	-$5.76K	–	274
2022 Q4	$5.76K	Hold	124	–	–	﹤0.01%	362
2022 Q3	$5K	Buy	+124	New	+$5.09K	﹤0.01%	365

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

Leelyn Smith's IYE Position: Q1 2023 in Review

Leelyn Smith sold out of iShares US Energy ETF (IYE) in Q1 2023, closing a stake of 124 shares — an estimated $5.76K sold.

Leelyn Smith first reported a position in IYE in Q3 2022 and held it in 2 quarters. The position peaked at $5.76K in Q4 2022. 338 funds tracked by Wall St. Rank hold IYE as of Q1 2023.

Leelyn Smith reported no remaining iShares US Energy ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 124 iShares US Energy ETF shares in Q1 2023, an estimated $5.76K.
Leelyn Smith first reported a position in iShares US Energy ETF in Q3 2022 and held it in 2 quarters.
Leelyn Smith's iShares US Energy ETF position peaked at $5.76K in Q4 2022.
338 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.