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Legacy Capital Group California’s iShares US Energy ETF IYE Stock Holding History

Legacy Capital Group California’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
Q3 		– Sell
-4,962
Closed -$238K – 336
2024
Q2 		$238K Buy
+4,962
New +$242K 0.09% 271

Other funds holding IYE

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Legacy Capital Group California's IYE Position: Q3 2024 in Review

Legacy Capital Group California sold out of iShares US Energy ETF (IYE) in Q3 2024, closing a stake of 4,962 shares — an estimated $238K sold.

Legacy Capital Group California first reported a position in IYE in Q2 2024 and held it in 1 quarter. The position peaked at $238K in Q2 2024. 281 funds tracked by Wall St. Rank hold IYE as of Q3 2024.

  • Legacy Capital Group California reported no remaining iShares US Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 4,962 iShares US Energy ETF shares in Q3 2024, an estimated $238K.
  • Legacy Capital Group California first reported a position in iShares US Energy ETF in Q2 2024 and held it in 1 quarter.
  • Legacy Capital Group California's iShares US Energy ETF position peaked at $238K in Q2 2024.
  • 281 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2024.

Based on Legacy Capital Group California's 13F filing for Q3 2024, filed 23 Oct 2024.