ORG Partners’s iShares US Energy ETF IYE Stock Holding History

ORG Partners’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 Q4	–	Hold	0	–	–	–	1273
2024 Q3	–	Hold	0	–	–	–	1137
2024 Q2	–	Hold	0	–	–	–	1694
2023 Q4	–	Hold	0	–	–	–	1060
2023 Q3	–	Sell	-15	Closed	-$692	–	1316
2023 Q2	$550	Buy	+15	New	+$643	﹤0.01%	1274

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

ORG Partners's IYE Position: Q4 2024 in Review

ORG Partners held its iShares US Energy ETF (IYE) position steady in Q4 2024 at 0 shares worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

ORG Partners first reported a position in IYE in Q2 2023 and has held it in 1 quarter since. The position peaked at $550 in Q2 2023. 304 funds tracked by Wall St. Rank hold IYE as of Q4 2024.

ORG Partners held 0 shares of iShares US Energy ETF worth $26 as of Q4 2024.
ORG Partners left its iShares US Energy ETF share count unchanged in Q4 2024.
iShares US Energy ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2024, its #1273 holding.
ORG Partners first reported a position in iShares US Energy ETF in Q2 2023 and has held it in 1 quarter since.
ORG Partners's iShares US Energy ETF position peaked at $550 in Q2 2023.
304 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2024.

Based on ORG Partners's 13F filing for Q4 2024, filed 10 Jan 2025.