SYM Financial Corp’s iShares US Energy ETF IYE Stock Holding History

SYM Financial Corp’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
2022 Q2	–	Sell	-1,154	Closed	-$47K	–	123
2022 Q1	$47K	Hold	1,154	–	–	0.02%	80
2021 Q4	$35K	Hold	1,154	–	–	0.01%	87
2021 Q3	$33K	Hold	1,154	–	–	0.02%	90
2021 Q2	$34K	Hold	1,154	–	–	0.02%	75
2021 Q1	$30K	Hold	1,154	–	–	0.02%	72
2020 Q4	$23K	Hold	1,154	–	–	0.02%	65
2020 Q3	$18K	Hold	1,154	–	–	0.01%	61
2020 Q2	$23K	Hold	1,154	–	–	0.02%	56
2020 Q1	$18K	Hold	1,154	–	–	0.02%	62
2019 Q4	$37K	Hold	1,154	–	–	0.02%	72
2019 Q3	$37K	Hold	1,154	–	–	0.02%	59
2019 Q2	$40K	Hold	1,154	–	–	0.03%	60
2019 Q1	$42K	Hold	1,154	–	–	0.03%	58
2018 Q4	$36K	Hold	1,154	–	–	0.01%	62
2018 Q3	$48K	Hold	1,154	–	–	0.03%	64
2018 Q2	$48K	Hold	1,154	–	–	0.03%	48
2018 Q1	$43K	Buy	+1,154	New	+$44.7K	0.03%	44

Other funds holding IYE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SYM Financial Corp's IYE Position: Q2 2022 in Review

SYM Financial Corp sold out of iShares US Energy ETF (IYE) in Q2 2022, closing a stake of 1,154 shares — an estimated $47K sold.

SYM Financial Corp first reported a position in IYE in Q1 2018 and held it in 17 quarters. The position peaked at $48K in Q3 2018. 385 funds tracked by Wall St. Rank hold IYE as of Q2 2022.

SYM Financial Corp reported no remaining iShares US Energy ETF position as of Q2 2022 after selling out during the quarter.
SYM Financial Corp sold 1,154 iShares US Energy ETF shares in Q2 2022, an estimated $47K.
SYM Financial Corp first reported a position in iShares US Energy ETF in Q1 2018 and held it in 17 quarters.
SYM Financial Corp's iShares US Energy ETF position peaked at $48K in Q3 2018.
385 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2022.

Based on SYM Financial Corp's 13F filing for Q2 2022, filed 19 Jul 2022.