McIlrath & Eck’s iShares US Energy ETF IYE Stock Holding History

McIlrath & Eck’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
2021 Q1	–	Sell	-1,500	Closed	-$30K	–	761
2020 Q4	$30K	Buy	+1,500	New	+$27.5K	0.01%	237

Other funds holding IYE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McIlrath & Eck's IYE Position: Q1 2021 in Review

McIlrath & Eck sold out of iShares US Energy ETF (IYE) in Q1 2021, closing a stake of 1,500 shares — an estimated $30K sold.

McIlrath & Eck first reported a position in IYE in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 255 funds tracked by Wall St. Rank hold IYE as of Q1 2021.

McIlrath & Eck reported no remaining iShares US Energy ETF position as of Q1 2021 after selling out during the quarter.
McIlrath & Eck sold 1,500 iShares US Energy ETF shares in Q1 2021, an estimated $30K.
McIlrath & Eck first reported a position in iShares US Energy ETF in Q4 2020 and held it in 1 quarter.
McIlrath & Eck's iShares US Energy ETF position peaked at $30K in Q4 2020.
255 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2021.

Based on McIlrath & Eck's 13F filing for Q1 2021, filed 12 May 2021.