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Lindbrook Capital’s iShares US Energy ETF IYE Stock Holding History

Lindbrook Capital’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
-3,190
Closed -$125K – 2915
2022
Q3 		$125K Hold
3,190
– – 0.02% 384
2022
Q2 		$122K Hold
3,190
– – 0.02% 402
2022
Q1 		$131K Hold
3,190
– – 0.02% 389
2021
Q4 		$96K Buy
+3,190
New +$98.2K 0.01% 505

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lindbrook Capital's IYE Position: Q4 2022 in Review

Lindbrook Capital sold out of iShares US Energy ETF (IYE) in Q4 2022, closing a stake of 3,190 shares — an estimated $125K sold.

Lindbrook Capital first reported a position in IYE in Q4 2021 and held it in 4 quarters. The position peaked at $131K in Q1 2022. 396 funds tracked by Wall St. Rank hold IYE as of Q4 2022.

  • Lindbrook Capital reported no remaining iShares US Energy ETF position as of Q4 2022 after selling out during the quarter.
  • Lindbrook Capital sold 3,190 iShares US Energy ETF shares in Q4 2022, an estimated $125K.
  • Lindbrook Capital first reported a position in iShares US Energy ETF in Q4 2021 and held it in 4 quarters.
  • Lindbrook Capital's iShares US Energy ETF position peaked at $131K in Q1 2022.
  • 396 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2022.

Based on Lindbrook Capital's 13F filing for Q4 2022, filed 25 Jan 2023.