LWA
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Lineweaver Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

Lineweaver Wealth Advisors’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
Q2 		– Sell
-5,352
Closed -$235K – 127
2023
Q1 		$235K Sell
5,352
-80,530
-94% -$3.64M 0.07% 113
2022
Q4 		$3.99M Sell
85,882
-462
-0.5% -$21.6K 1.21% 17
2022
Q3 		$3.4M Buy
86,344
+140
+0.2% +$5.75K 1.1% 19
2022
Q2 		$3.29M Sell
86,204
-115
-0.1% -$4.88K 1.09% 19
2022
Q1 		$3.53M Sell
86,319
-20,841
-19% -$768K 1.01% 20
2021
Q4 		$3.23M Sell
107,160
-16,970
-14% -$522K 0.93% 22
2021
Q3 		$3.51M Sell
124,130
-64,902
-34% -$1.74M 1.07% 20
2021
Q2 		$5.5M Buy
189,032
+28,436
+18% +$792K 1.8% 14
2021
Q1 		$4.21M Buy
+160,596
New +$3.95M 1.49% 20

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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return