SHJ
IYE icon

Sharkey, Howes & Javer’s iShares US Energy ETF IYE Stock Holding History

Sharkey, Howes & Javer’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
2023
Q1 		– Sell
-5,548
Closed -$258K – 100
2022
Q4 		$258K Sell
5,548
-6,624
-54% -$310K 0.06% 87
2022
Q3 		$478K Sell
12,172
-75,198
-86% -$3.09M 0.1% 77
2022
Q2 		$3.33M Sell
87,370
-60,456
-41% -$2.57M 0.81% 23
2022
Q1 		$6.05M Buy
147,826
+6,881
+5% +$254K 1.38% 19
2021
Q4 		$4.24M Sell
140,945
-12,882
-8% -$397K 0.96% 25
2021
Q3 		$4.35M Sell
153,827
-21,516
-12% -$578K 1.12% 21
2021
Q2 		$5.1M Buy
175,343
+38,073
+28% +$1.06M 1.35% 20
2021
Q1 		$3.6M Buy
+137,270
New +$3.38M 1.13% 19

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return