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

National Wealth Management Group’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 		– Sell
-10,576
Closed -$433K – 122
2022
Q1 		$433K Buy
10,576
+55
+0.5% +$2.03K 0.42% 65
2021
Q4 		$317K Buy
+10,521
New +$324K 0.3% 82

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

National Wealth Management Group's IYE Position: Q2 2022 in Review

National Wealth Management Group sold out of iShares US Energy ETF (IYE) in Q2 2022, closing a stake of 10,576 shares — an estimated $433K sold.

National Wealth Management Group first reported a position in IYE in Q4 2021 and held it in 2 quarters. The position peaked at $433K in Q1 2022. 385 funds tracked by Wall St. Rank hold IYE as of Q2 2022.

  • National Wealth Management Group reported no remaining iShares US Energy ETF position as of Q2 2022 after selling out during the quarter.
  • National Wealth Management Group sold 10,576 iShares US Energy ETF shares in Q2 2022, an estimated $433K.
  • National Wealth Management Group first reported a position in iShares US Energy ETF in Q4 2021 and held it in 2 quarters.
  • National Wealth Management Group's iShares US Energy ETF position peaked at $433K in Q1 2022.
  • 385 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2022.

Based on National Wealth Management Group's 13F filing for Q2 2022, filed 17 Nov 2023.