Oliver Lagore Vanvalin Investment Group’s iShares US Energy ETF IYE Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024 Q2	–	Sell	-16	Closed	-$792	–	776
2024 Q1	$792	Hold	16	–	–	﹤0.01%	657
2023 Q4	$708	Hold	16	–	–	﹤0.01%	679
2023 Q3	$761	Hold	16	–	–	﹤0.01%	754
2023 Q2	$687	Sell	16 -50	-76%	-$2.14K	﹤0.01%	706
2023 Q1	$2.88K	Sell	66 -100	-60%	-$4.53K	﹤0.01%	553
2022 Q4	$7.74K	Sell	166 -283	-63%	-$13.2K	﹤0.01%	398
2022 Q3	$18K	Sell	449 -3,465	-89%	-$142K	0.01%	263
2022 Q2	$149K	Sell	3,914 -3,044	-44%	-$129K	0.09%	105
2022 Q1	$285K	Buy	+6,958	New	+$256K	0.19%	79

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

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

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

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

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

BRCM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IYE Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares US Energy ETF (IYE) in Q2 2024, closing a stake of 16 shares — an estimated $792 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in IYE in Q1 2022 and held it in 9 quarters. The position peaked at $285K in Q1 2022. 297 funds tracked by Wall St. Rank hold IYE as of Q2 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining iShares US Energy ETF position as of Q2 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 16 iShares US Energy ETF shares in Q2 2024, an estimated $792.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares US Energy ETF in Q1 2022 and held it in 9 quarters.
Oliver Lagore Vanvalin Investment Group's iShares US Energy ETF position peaked at $285K in Q1 2022.
297 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.