Sweet Financial Partners’s iShares US Energy ETF IYE Stock Holding History

Sweet Financial Partners’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	$278K	Hold	6,000	–	–	0.06%	169
2024 Q2	$288K	Hold	6,000	–	–	0.07%	165
2024 Q1	$296K	Hold	6,000	–	–	0.07%	165
2023 Q4	$265K	Hold	6,000	–	–	0.06%	165
2023 Q3	$285K	Hold	6,000	–	–	0.08%	149
2023 Q2	$257K	Hold	6,000	–	–	0.07%	154
2023 Q1	$263K	Hold	6,000	–	–	0.07%	153
2022 Q4	$279K	Hold	6,000	–	–	0.08%	143
2022 Q3	$236K	Hold	6,000	–	–	0.08%	146
2022 Q2	$229K	Hold	6,000	–	–	0.07%	151
2022 Q1	$246K	Buy	+6,000	New	+$221K	0.07%	147

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Sweet Financial Partners's IYE Position: Q3 2024 in Review

Sweet Financial Partners held its iShares US Energy ETF (IYE) position steady in Q3 2024 at 6,000 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #169.

Sweet Financial Partners first reported a position in IYE in Q1 2022 and has held it in 11 quarters since. The position peaked at $296K in Q1 2024. 281 funds tracked by Wall St. Rank hold IYE as of Q3 2024.

Sweet Financial Partners held 6,000 shares of iShares US Energy ETF worth $278K as of Q3 2024.
Sweet Financial Partners left its iShares US Energy ETF share count unchanged in Q3 2024.
iShares US Energy ETF made up 0.06% of Sweet Financial Partners's portfolio in Q3 2024, its #169 holding.
Sweet Financial Partners first reported a position in iShares US Energy ETF in Q1 2022 and has held it in 11 quarters since.
Sweet Financial Partners's iShares US Energy ETF position peaked at $296K in Q1 2024.
281 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.