Planning Capital Management Corporation’s iShares US Energy ETF IYE Stock Holding History

Planning Capital Management Corporation’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 Q1	–	Sell	-50	Closed	-$2.21K	–	678
2023 Q4	$2.21K	Buy	+50	New	+$2.25K	﹤0.01%	553

Other funds holding IYE

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

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

Planning Capital Management Corporation's IYE Position: Q1 2024 in Review

Planning Capital Management Corporation sold out of iShares US Energy ETF (IYE) in Q1 2024, closing a stake of 50 shares — an estimated $2.21K sold.

Planning Capital Management Corporation first reported a position in IYE in Q4 2023 and held it in 1 quarter. The position peaked at $2.21K in Q4 2023. 308 funds tracked by Wall St. Rank hold IYE as of Q1 2024.

Planning Capital Management Corporation reported no remaining iShares US Energy ETF position as of Q1 2024 after selling out during the quarter.
Planning Capital Management Corporation sold 50 iShares US Energy ETF shares in Q1 2024, an estimated $2.21K.
Planning Capital Management Corporation first reported a position in iShares US Energy ETF in Q4 2023 and held it in 1 quarter.
Planning Capital Management Corporation's iShares US Energy ETF position peaked at $2.21K in Q4 2023.
308 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2024.

Based on Planning Capital Management Corporation's 13F filing for Q1 2024, filed 26 Apr 2024.