Olistico Wealth’s iShares US Energy ETF IYE Stock Holding History

Olistico Wealth’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
2024 Q3	–	Sell	-180	Closed	-$8.64K	–	314
2024 Q2	$8.64K	Buy	+180	New	+$8.79K	0.01%	251

Other funds holding IYE

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Olistico Wealth's IYE Position: Q3 2024 in Review

Olistico Wealth sold out of iShares US Energy ETF (IYE) in Q3 2024, closing a stake of 180 shares — an estimated $8.64K sold.

Olistico Wealth first reported a position in IYE in Q2 2024 and held it in 1 quarter. The position peaked at $8.64K in Q2 2024. 281 funds tracked by Wall St. Rank hold IYE as of Q3 2024.

Olistico Wealth reported no remaining iShares US Energy ETF position as of Q3 2024 after selling out during the quarter.
Olistico Wealth sold 180 iShares US Energy ETF shares in Q3 2024, an estimated $8.64K.
Olistico Wealth first reported a position in iShares US Energy ETF in Q2 2024 and held it in 1 quarter.
Olistico Wealth's iShares US Energy ETF position peaked at $8.64K in Q2 2024.
281 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2024.

Based on Olistico Wealth's 13F filing for Q3 2024, filed 8 Oct 2024.