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SteelPeak Wealth’s iShares US Energy ETF IYE Stock Holding History

SteelPeak Wealth’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
-11,192
Closed -$520K – 426
2022
Q4 		$520K Buy
11,192
+1,036
+10% +$48.4K 0.04% 239
2022
Q3 		$399K Sell
10,156
-56,358
-85% -$2.31M 0.03% 286
2022
Q2 		$2.54M Sell
66,514
-76,140
-53% -$3.23M 0.18% 97
2022
Q1 		$5.84M Sell
142,654
-2,352
-2% -$86.7K 0.33% 72
2021
Q4 		$4.37M Sell
145,006
-11,035
-7% -$340K 0.25% 82
2021
Q3 		$4.41M Sell
156,041
-14,386
-8% -$387K 0.29% 74
2021
Q2 		$4.96M Buy
+170,427
New +$4.75M 0.35% 70

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SteelPeak Wealth's IYE Position: Q1 2023 in Review

SteelPeak Wealth sold out of iShares US Energy ETF (IYE) in Q1 2023, closing a stake of 11,192 shares — an estimated $520K sold.

SteelPeak Wealth first reported a position in IYE in Q2 2021 and held it in 7 quarters. The position peaked at $5.84M in Q1 2022. 338 funds tracked by Wall St. Rank hold IYE as of Q1 2023.

  • SteelPeak Wealth reported no remaining iShares US Energy ETF position as of Q1 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 11,192 iShares US Energy ETF shares in Q1 2023, an estimated $520K.
  • SteelPeak Wealth first reported a position in iShares US Energy ETF in Q2 2021 and held it in 7 quarters.
  • SteelPeak Wealth's iShares US Energy ETF position peaked at $5.84M in Q1 2022.
  • 338 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2023.

Based on SteelPeak Wealth's 13F filing for Q1 2023, filed 8 May 2023.