Teamwork Financial Advisors’s iShares US Energy ETF IYE Stock Holding History

Teamwork Financial Advisors’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
2023 Q2	–	Sell	-34,059	Closed	-$1.49M	–	197
2023 Q1	$1.49M	Sell	34,059 -985	-3%	-$44.6K	0.28%	61
2022 Q4	$1.63M	Sell	35,044 -28	-0.1%	-$1.31K	0.33%	48
2022 Q3	$1.38M	Buy	35,072 +157	+0.4%	+$6.45K	0.3%	54
2022 Q2	$1.33M	Sell	34,915 -1,652	-5%	-$70.2K	0.29%	67
2022 Q1	$1.5M	Buy	+36,567	New	+$1.35M	0.28%	66
2021 Q3	–	Sell	-43,951	Closed	-$1.28M	–	278
2021 Q2	$1.28M	Buy	+43,951	New	+$1.22M	0.26%	77

Other funds holding IYE

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Teamwork Financial Advisors's IYE Position: Q2 2023 in Review

Teamwork Financial Advisors sold out of iShares US Energy ETF (IYE) in Q2 2023, closing a stake of 34,059 shares — an estimated $1.49M sold.

Teamwork Financial Advisors first reported a position in IYE in Q2 2021 and held it in 6 quarters. The position peaked at $1.63M in Q4 2022. 307 funds tracked by Wall St. Rank hold IYE as of Q2 2023.

Teamwork Financial Advisors reported no remaining iShares US Energy ETF position as of Q2 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 34,059 iShares US Energy ETF shares in Q2 2023, an estimated $1.49M.
Teamwork Financial Advisors first reported a position in iShares US Energy ETF in Q2 2021 and held it in 6 quarters.
Teamwork Financial Advisors's iShares US Energy ETF position peaked at $1.63M in Q4 2022.
307 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2023.

Based on Teamwork Financial Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.