Macroview Investment Management’s iShares US Energy ETF IYE Stock Holding History

Macroview Investment Management’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 Q4	–	Sell	-21	Closed	-$974	–	314
2024 Q3	$974	Hold	21	–	–	﹤0.01%	514
2024 Q2	$1.01K	Sell	21 -25	-54%	-$1.22K	﹤0.01%	515
2024 Q1	$2.25K	Buy	46 +1	+2%	+$45	﹤0.01%	523
2023 Q4	$2K	Hold	45	–	–	﹤0.01%	527
2023 Q3	$2.13K	Buy	45 +21	+88%	+$969	﹤0.01%	558
2023 Q2	$1.03K	Hold	24	–	–	﹤0.01%	420
2023 Q1	$1.05K	Hold	24	–	–	﹤0.01%	380
2022 Q4	$1.12K	Hold	24	–	–	﹤0.01%	388
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	368
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	396
2022 Q1	$1K	Buy	+24	New	+$884	﹤0.01%	387

Other funds holding IYE

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 Charlotte, North Carolina $1.37T AUM 24.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Macroview Investment Management's IYE Position: Q4 2024 in Review

Macroview Investment Management sold out of iShares US Energy ETF (IYE) in Q4 2024, closing a stake of 21 shares — an estimated $974 sold.

Macroview Investment Management first reported a position in IYE in Q1 2022 and held it in 11 quarters. The position peaked at $2.25K in Q1 2024. 304 funds tracked by Wall St. Rank hold IYE as of Q4 2024.

Macroview Investment Management reported no remaining iShares US Energy ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 21 iShares US Energy ETF shares in Q4 2024, an estimated $974.
Macroview Investment Management first reported a position in iShares US Energy ETF in Q1 2022 and held it in 11 quarters.
Macroview Investment Management's iShares US Energy ETF position peaked at $2.25K in Q1 2024.
304 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.