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IYE icon

Simplicity Solutions’s iShares US Energy ETF IYE Stock Holding History

Simplicity Solutions’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
Q4 		$358K Buy
8,118
+132
+2% +$5.93K 0.01% 779
2023
Q3 		$379K Sell
7,986
-256
-3% -$11.8K 0.01% 681
2023
Q2 		$353K Sell
8,242
-135
-2% -$5.78K 0.01% 774
2023
Q1 		$366K Buy
+8,377
New +$379K 0.01% 782
2016
Q3 		– Sell
-11,710
Closed -$449K – 252
2016
Q2 		$449K Buy
+11,710
New +$434K 0.24% 121

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Simplicity Solutions's IYE Position: Q4 2023 in Review

Simplicity Solutions increased its iShares US Energy ETF (IYE) stake by 1.7% in Q4 2023, buying an estimated $5.93K and bringing the position to 8,118 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #779.

Simplicity Solutions first reported a position in IYE in Q2 2016 and has held it in 5 quarters since. The position peaked at $449K in Q2 2016. 312 funds tracked by Wall St. Rank hold IYE as of Q4 2023.

  • Simplicity Solutions held 8,118 shares of iShares US Energy ETF worth $358K as of Q4 2023.
  • Simplicity Solutions bought 132 iShares US Energy ETF shares in Q4 2023, an estimated $5.93K.
  • iShares US Energy ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #779 holding.
  • Simplicity Solutions first reported a position in iShares US Energy ETF in Q2 2016 and has held it in 5 quarters since.
  • Simplicity Solutions's iShares US Energy ETF position peaked at $449K in Q2 2016.
  • 312 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.