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Tempus Wealth Planning’s iShares US Energy ETF IYE Stock Holding History

Tempus Wealth Planning’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
Q4 		– Sell
-5,185
Closed -$204K – 193
2022
Q3 		$204K Buy
+5,185
New +$213K 0.14% 171

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tempus Wealth Planning's IYE Position: Q4 2022 in Review

Tempus Wealth Planning sold out of iShares US Energy ETF (IYE) in Q4 2022, closing a stake of 5,185 shares — an estimated $204K sold.

Tempus Wealth Planning first reported a position in IYE in Q3 2022 and held it in 1 quarter. The position peaked at $204K in Q3 2022. 397 funds tracked by Wall St. Rank hold IYE as of Q4 2022.

  • Tempus Wealth Planning reported no remaining iShares US Energy ETF position as of Q4 2022 after selling out during the quarter.
  • Tempus Wealth Planning sold 5,185 iShares US Energy ETF shares in Q4 2022, an estimated $204K.
  • Tempus Wealth Planning first reported a position in iShares US Energy ETF in Q3 2022 and held it in 1 quarter.
  • Tempus Wealth Planning's iShares US Energy ETF position peaked at $204K in Q3 2022.
  • 397 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2022.

Based on Tempus Wealth Planning's 13F filing for Q4 2022, filed 10 Feb 2023.