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Mariner Independent Advisor Network’s iShares US Energy ETF IYE Stock Holding History

Mariner Independent Advisor Network’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
Q3 		– Sell
-11,929
Closed -$455K – 574
2022
Q2 		$455K Sell
11,929
-5,123
-30% -$218K 0.02% 481
2022
Q1 		$698K Buy
17,052
+1,286
+8% +$47.4K 0.03% 404
2021
Q4 		$475K Buy
15,766
+2,939
+23% +$90.5K 0.02% 398
2021
Q3 		$377K Buy
12,827
+2,476
+24% +$66.5K 0.02% 427
2021
Q2 		$301K Buy
+10,351
New +$288K 0.01% 453

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 $424B AUM 22.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mariner Independent Advisor Network's IYE Position: Q3 2022 in Review

Mariner Independent Advisor Network sold out of iShares US Energy ETF (IYE) in Q3 2022, closing a stake of 11,929 shares — an estimated $455K sold.

Mariner Independent Advisor Network first reported a position in IYE in Q2 2021 and held it in 5 quarters. The position peaked at $698K in Q1 2022. 361 funds tracked by Wall St. Rank hold IYE as of Q3 2022.

  • Mariner Independent Advisor Network reported no remaining iShares US Energy ETF position as of Q3 2022 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 11,929 iShares US Energy ETF shares in Q3 2022, an estimated $455K.
  • Mariner Independent Advisor Network first reported a position in iShares US Energy ETF in Q2 2021 and held it in 5 quarters.
  • Mariner Independent Advisor Network's iShares US Energy ETF position peaked at $698K in Q1 2022.
  • 361 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.