Sugarloaf Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Sugarloaf Wealth 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
2021 Q4	–	Sell	-320	Closed	-$9K	–	761
2021 Q3	$9K	Hold	320	–	–	﹤0.01%	529
2021 Q2	$9K	Buy	320 +14	+5%	+$390	﹤0.01%	509
2021 Q1	$16K	Sell	306 -306	-50%	-$7.53K	﹤0.01%	446
2020 Q4	$12K	Buy	612 +3	+0.5%	+$55	﹤0.01%	463
2020 Q3	$10K	Buy	609 +5	+0.8%	+$94	﹤0.01%	453
2020 Q2	$12K	Buy	604 +2	+0.3%	+$39	﹤0.01%	425
2020 Q1	$9K	Sell	602 -641	-52%	-$16.2K	﹤0.01%	446
2019 Q4	$40K	Buy	+1,243	New	+$39.3K	0.02%	275

Other funds holding IYE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sugarloaf Wealth Management's IYE Position: Q4 2021 in Review

Sugarloaf Wealth Management sold out of iShares US Energy ETF (IYE) in Q4 2021, closing a stake of 320 shares — an estimated $9K sold.

Sugarloaf Wealth Management first reported a position in IYE in Q4 2019 and held it in 8 quarters. The position peaked at $40K in Q4 2019. 350 funds tracked by Wall St. Rank hold IYE as of Q4 2021.

Sugarloaf Wealth Management reported no remaining iShares US Energy ETF position as of Q4 2021 after selling out during the quarter.
Sugarloaf Wealth Management sold 320 iShares US Energy ETF shares in Q4 2021, an estimated $9K.
Sugarloaf Wealth Management first reported a position in iShares US Energy ETF in Q4 2019 and held it in 8 quarters.
Sugarloaf Wealth Management's iShares US Energy ETF position peaked at $40K in Q4 2019.
350 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.