Planned Solutions’s iShares US Energy ETF IYE Stock Holding History

Planned Solutions’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	–	Sell	-1,195	Closed	-$55.4K	–	378
2024 Q3	$55.4K	Buy	+1,195	New	+$56.3K	0.02%	294
2024 Q1	–	Sell	-1,195	Closed	-$52.7K	–	319
2023 Q4	$52.7K	Buy	+1,195	New	+$53.7K	0.02%	276
2021 Q1	–	Sell	-697	Closed	-$14K	–	239
2020 Q4	$14K	Hold	697	–	–	0.01%	306
2020 Q3	$11K	Buy	+697	New	+$13.2K	0.01%	250

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

Planned Solutions's IYE Position: Q4 2024 in Review

Planned Solutions sold out of iShares US Energy ETF (IYE) in Q4 2024, closing a stake of 1,195 shares — an estimated $55.4K sold.

Planned Solutions first reported a position in IYE in Q3 2020 and held it in 4 quarters. The position peaked at $55.4K in Q3 2024. 304 funds tracked by Wall St. Rank hold IYE as of Q4 2024.

Planned Solutions reported no remaining iShares US Energy ETF position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 1,195 iShares US Energy ETF shares in Q4 2024, an estimated $55.4K.
Planned Solutions first reported a position in iShares US Energy ETF in Q3 2020 and held it in 4 quarters.
Planned Solutions's iShares US Energy ETF position peaked at $55.4K in Q3 2024.
304 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.