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Signet Financial Management’s iShares US Energy ETF IYE Stock Holding History

Signet Financial 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
2022
Q1 		– Sell
-85
Closed -$3K – 776
2021
Q4 		$3K Buy
+85
New +$2.62K ﹤0.01% 1257

Other funds holding IYE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Signet Financial Management's IYE Position: Q1 2022 in Review

Signet Financial Management sold out of iShares US Energy ETF (IYE) in Q1 2022, closing a stake of 85 shares — an estimated $3K sold.

Signet Financial Management 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.

  • Signet Financial Management reported no remaining iShares US Energy ETF position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 85 iShares US Energy ETF shares in Q1 2022, an estimated $3K.
  • Signet Financial Management first reported a position in iShares US Energy ETF in Q4 2021 and held it in 1 quarter.
  • Signet Financial Management'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 Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.