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Strategic Financial Concepts’s iShares US Energy ETF IYE Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-17,874
Closed -$40.1K – 479
2024
Q2 		$40.1K Buy
+17,874
New +$873K 0.02% 261

Other funds holding IYE

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Strategic Financial Concepts's IYE Position: Q3 2024 in Review

Strategic Financial Concepts sold out of iShares US Energy ETF (IYE) in Q3 2024, closing a stake of 17,874 shares — an estimated $40.1K sold.

Strategic Financial Concepts first reported a position in IYE in Q2 2024 and held it in 1 quarter. The position peaked at $40.1K in Q2 2024. 281 funds tracked by Wall St. Rank hold IYE as of Q3 2024.

  • Strategic Financial Concepts reported no remaining iShares US Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 17,874 iShares US Energy ETF shares in Q3 2024, an estimated $40.1K.
  • Strategic Financial Concepts first reported a position in iShares US Energy ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's iShares US Energy ETF position peaked at $40.1K in Q2 2024.
  • 281 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.