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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 		$16 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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. 351 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.
  • 351 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.