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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sharkey, Howes & Javer's IYE Position: Q1 2023 in Review

Sharkey, Howes & Javer sold out of iShares US Energy ETF (IYE) in Q1 2023, closing a stake of 5,548 shares — an estimated $258K sold.

Sharkey, Howes & Javer first reported a position in IYE in Q1 2021 and held it in 8 quarters. The position peaked at $6.05M in Q1 2022. 337 funds tracked by Wall St. Rank hold IYE as of Q1 2023.

Sharkey, Howes & Javer reported no remaining iShares US Energy ETF position as of Q1 2023 after selling out during the quarter.
Sharkey, Howes & Javer sold 5,548 iShares US Energy ETF shares in Q1 2023, an estimated $258K.
Sharkey, Howes & Javer first reported a position in iShares US Energy ETF in Q1 2021 and held it in 8 quarters.
Sharkey, Howes & Javer's iShares US Energy ETF position peaked at $6.05M in Q1 2022.
337 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2023.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2023, filed 18 Apr 2023.