Reston Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Reston Wealth Management’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
2019 Q3	–	Sell	-7,310	Closed	-$252K	–	48
2019 Q2	$252K	Sell	7,310 -5,062	-41%	-$176K	0.2%	43
2019 Q1	$435K	Sell	12,372 -58	-0.5%	-$2.03K	0.35%	31
2018 Q4	$387K	Buy	+12,430	New	+$457K	0.37%	28

Other funds holding IYE

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Reston Wealth Management's IYE Position: Q3 2019 in Review

Reston Wealth Management sold out of iShares US Energy ETF (IYE) in Q3 2019, closing a stake of 7,310 shares — an estimated $252K sold.

Reston Wealth Management first reported a position in IYE in Q4 2018 and held it in 3 quarters. The position peaked at $435K in Q1 2019. 158 funds tracked by Wall St. Rank hold IYE as of Q3 2019.

Reston Wealth Management reported no remaining iShares US Energy ETF position as of Q3 2019 after selling out during the quarter.
Reston Wealth Management sold 7,310 iShares US Energy ETF shares in Q3 2019, an estimated $252K.
Reston Wealth Management first reported a position in iShares US Energy ETF in Q4 2018 and held it in 3 quarters.
Reston Wealth Management's iShares US Energy ETF position peaked at $435K in Q1 2019.
158 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2019.

Based on Reston Wealth Management's 13F filing for Q3 2019, filed 25 Oct 2019.