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Marks Group Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Marks Group Wealth 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
2023
Q1 		– Sell
-10,468
Closed -$487K – 283
2022
Q4 		$487K Sell
10,468
-6,263
-37% -$293K 0.07% 212
2022
Q3 		$658K Buy
16,731
+282
+2% +$11.6K 0.1% 183
2022
Q2 		$627K Sell
16,449
-2,369
-13% -$101K 0.09% 196
2022
Q1 		$770K Sell
18,818
-11,902
-39% -$439K 0.1% 195
2021
Q4 		$921K Buy
+30,720
New +$946K 0.11% 182

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Marks Group Wealth Management's IYE Position: Q1 2023 in Review

Marks Group Wealth Management sold out of iShares US Energy ETF (IYE) in Q1 2023, closing a stake of 10,468 shares — an estimated $487K sold.

Marks Group Wealth Management first reported a position in IYE in Q4 2021 and held it in 5 quarters. The position peaked at $921K in Q4 2021. 338 funds tracked by Wall St. Rank hold IYE as of Q1 2023.

  • Marks Group Wealth Management reported no remaining iShares US Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Marks Group Wealth Management sold 10,468 iShares US Energy ETF shares in Q1 2023, an estimated $487K.
  • Marks Group Wealth Management first reported a position in iShares US Energy ETF in Q4 2021 and held it in 5 quarters.
  • Marks Group Wealth Management's iShares US Energy ETF position peaked at $921K in Q4 2021.
  • 338 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2023.

Based on Marks Group Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.