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Murphy Capital Management’s iShares US Energy ETF IYE Stock Holding History

Murphy Capital 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
2022
Q2 		$431K Buy
11,314
+575
+5% +$24.4K 0.06% 152
2022
Q1 		$439K Buy
10,739
+460
+4% +$17K 0.05% 163
2021
Q4 		$309K Buy
10,279
+300
+3% +$9.23K 0.03% 196
2021
Q3 		$282K Sell
9,979
-3,450
-26% -$92.7K 0.03% 195
2021
Q2 		$390K Buy
13,429
+290
+2% +$8.08K 0.04% 173
2021
Q1 		$344K Buy
13,139
+75
+0.6% +$1.84K 0.04% 173
2020
Q4 		$264K Sell
13,064
-7,265
-36% -$133K 0.04% 181
2020
Q3 		$324K Buy
20,329
+3,350
+20% +$63.3K 0.05% 163
2020
Q2 		$339K Sell
16,979
-550
-3% -$10.8K 0.05% 161
2020
Q1 		$268K Buy
17,529
+7,700
+78% +$194K 0.05% 169
2019
Q4 		$315K Buy
9,829
+2,545
+35% +$80.4K 0.04% 186
2019
Q3 		$231K Sell
7,284
-825
-10% -$26.8K 0.03% 212
2019
Q2 		$279K Sell
8,109
-435
-5% -$15.1K 0.04% 201
2019
Q1 		$307K Sell
8,544
-1,200
-12% -$42K 0.05% 199
2018
Q4 		$303K Sell
9,744
-3,225
-25% -$119K 0.05% 197
2018
Q3 		$544K Buy
12,969
+725
+6% +$30K 0.08% 171
2018
Q2 		$513K Sell
12,244
-350
-3% -$14.3K 0.07% 174
2018
Q1 		$465K Hold
12,594
– – 0.07% 178
2017
Q4 		$499K Sell
12,594
-442
-3% -$16.6K 0.07% 175
2017
Q3 		$487K Buy
13,036
+975
+8% +$34.7K 0.07% 181
2017
Q2 		$428K Sell
12,061
-675
-5% -$24.9K 0.06% 190
2017
Q1 		$490K Sell
12,736
-75
-0.6% -$2.98K 0.07% 186
2016
Q4 		$532K Buy
12,811
+675
+6% +$26.9K 0.08% 177
2016
Q3 		$473K Buy
12,136
+600
+5% +$22.9K 0.07% 196
2016
Q2 		$442K Sell
11,536
-160
-1% -$5.92K 0.07% 202
2016
Q1 		$406K Sell
11,696
-1,430
-11% -$46.6K 0.06% 205
2015
Q4 		$444K Buy
+13,126
New +$485K 0.07% 203
2014
Q3 		– Sell
-3,701
Closed -$210K – 347
2014
Q2 		$210K Buy
+3,701
New +$200K 0.03% 320

Other funds holding IYE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
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

Murphy Capital Management's IYE Position: Q2 2022 in Review

Murphy Capital Management increased its iShares US Energy ETF (IYE) stake by 5.4% in Q2 2022, buying an estimated $24.4K and bringing the position to 11,314 shares worth $431K. The position accounts for 0.06% of the portfolio, ranked #152.

Murphy Capital Management first reported a position in IYE in Q2 2014 and has held it in 28 quarters since. The position peaked at $544K in Q3 2018. 385 funds tracked by Wall St. Rank hold IYE as of Q2 2022.

  • Murphy Capital Management held 11,314 shares of iShares US Energy ETF worth $431K as of Q2 2022.
  • Murphy Capital Management bought 575 iShares US Energy ETF shares in Q2 2022, an estimated $24.4K.
  • iShares US Energy ETF made up 0.06% of Murphy Capital Management's portfolio in Q2 2022, its #152 holding.
  • Murphy Capital Management first reported a position in iShares US Energy ETF in Q2 2014 and has held it in 28 quarters since.
  • Murphy Capital Management's iShares US Energy ETF position peaked at $544K in Q3 2018.
  • 385 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2022.

Based on Murphy Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.