Principal Financial Group
IYE icon

Principal Financial Group’s iShares US Energy ETF IYE Stock Holding History

Principal Financial 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
2021
Q4 		– Sell
-7,998
Closed -$226K – 2582
2021
Q3 		$226K Sell
7,998
-2,033
-20% -$54.6K ﹤0.01% 2397
2021
Q2 		$292K Buy
10,031
+2,163
+27% +$60.2K ﹤0.01% 2365
2021
Q1 		$206K Buy
+7,868
New +$194K ﹤0.01% 2379

Other funds holding IYE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Principal Financial Group's IYE Position: Q4 2021 in Review

Principal Financial Group sold out of iShares US Energy ETF (IYE) in Q4 2021, closing a stake of 7,998 shares — an estimated $226K sold.

Principal Financial Group first reported a position in IYE in Q1 2021 and held it in 3 quarters. The position peaked at $292K in Q2 2021. 350 funds tracked by Wall St. Rank hold IYE as of Q4 2021.

  • Principal Financial Group reported no remaining iShares US Energy ETF position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 7,998 iShares US Energy ETF shares in Q4 2021, an estimated $226K.
  • Principal Financial Group first reported a position in iShares US Energy ETF in Q1 2021 and held it in 3 quarters.
  • Principal Financial Group's iShares US Energy ETF position peaked at $292K in Q2 2021.
  • 350 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.