Pinnacle Private Wealth’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
Other funds holding IYE
Pinnacle Private Wealth's IYE Position: Q2 2022 in Review
Pinnacle Private Wealth increased its iShares US Energy ETF (IYE) stake by 3.5% in Q2 2022, buying an estimated $14.5K and bringing the position to 10,027 shares worth $382K. The position accounts for 0.15% of the portfolio, ranked #163.
Pinnacle Private Wealth first reported a position in IYE in Q4 2021 and has held it in 3 quarters since. The position peaked at $396K in Q1 2022. 386 funds tracked by Wall St. Rank hold IYE as of Q2 2022.
- Pinnacle Private Wealth held 10,027 shares of iShares US Energy ETF worth $382K as of Q2 2022.
- Pinnacle Private Wealth bought 342 iShares US Energy ETF shares in Q2 2022, an estimated $14.5K.
- iShares US Energy ETF made up 0.15% of Pinnacle Private Wealth's portfolio in Q2 2022, its #163 holding.
- Pinnacle Private Wealth first reported a position in iShares US Energy ETF in Q4 2021 and has held it in 3 quarters since.
- Pinnacle Private Wealth's iShares US Energy ETF position peaked at $396K in Q1 2022.
- 386 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2022.
Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.