Rather & Kittrell’s iShares US Energy ETF IYE Stock Holding History

Rather & Kittrell’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
2022 Q1	–	Sell	-130	Closed	-$3K	–	184
2021 Q4	$3K	Buy	+130	New	+$4K	﹤0.01%	275

Other funds holding IYE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Rather & Kittrell's IYE Position: Q1 2022 in Review

Rather & Kittrell sold out of iShares US Energy ETF (IYE) in Q1 2022, closing a stake of 130 shares — an estimated $3K sold.

Rather & Kittrell first reported a position in IYE in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 389 funds tracked by Wall St. Rank hold IYE as of Q1 2022.

Rather & Kittrell reported no remaining iShares US Energy ETF position as of Q1 2022 after selling out during the quarter.
Rather & Kittrell sold 130 iShares US Energy ETF shares in Q1 2022, an estimated $3K.
Rather & Kittrell first reported a position in iShares US Energy ETF in Q4 2021 and held it in 1 quarter.
Rather & Kittrell's iShares US Energy ETF position peaked at $3K in Q4 2021.
389 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.