Sowell Financial Services’s iShares US Energy ETF IYE Stock Holding History

Sowell Financial Services’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 Q3	–	Sell	-12,088	Closed	-$517K	–	559
2023 Q2	$517K	Buy	+12,088	New	+$518K	0.03%	448
2023 Q1	–	Sell	-24,278	Closed	-$1.13M	–	804
2022 Q4	$1.13M	Buy	+24,278	New	+$1.13M	0.07%	299
2021 Q3	–	Sell	-11,165	Closed	-$325K	–	522
2021 Q2	$325K	Buy	11,165 +5,500	+97%	+$153K	0.02%	466
2021 Q1	$159K	Buy	+5,665	New	+$139K	0.01%	1164
2020 Q2	–	Sell	-150	Closed	-$2K	–	2563
2020 Q1	$2K	Sell	150 -2,467	-94%	-$62.2K	﹤0.01%	2077
2019 Q4	$84K	Hold	2,617	–	–	0.01%	969
2019 Q3	$83K	Buy	+2,617	New	+$85K	0.01%	880

Other funds holding IYE

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

PCH

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

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

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Sowell Financial Services's IYE Position: Q3 2023 in Review

Sowell Financial Services sold out of iShares US Energy ETF (IYE) in Q3 2023, closing a stake of 12,088 shares — an estimated $517K sold.

Sowell Financial Services first reported a position in IYE in Q3 2019 and held it in 7 quarters. The position peaked at $1.13M in Q4 2022. 301 funds tracked by Wall St. Rank hold IYE as of Q3 2023.

Sowell Financial Services reported no remaining iShares US Energy ETF position as of Q3 2023 after selling out during the quarter.
Sowell Financial Services sold 12,088 iShares US Energy ETF shares in Q3 2023, an estimated $517K.
Sowell Financial Services first reported a position in iShares US Energy ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's iShares US Energy ETF position peaked at $1.13M in Q4 2022.
301 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2023.

Based on Sowell Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.