Ten Capital Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

Ten Capital Wealth 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	-27	Closed	-$1.18K	–	369
2023 Q1	$1.18K	Buy	27 +7	+35%	+$317	﹤0.01%	478
2022 Q4	$930	Buy	20 +2	+11%	+$93	﹤0.01%	481
2022 Q3	$1K	Sell	18 -48	-73%	-$1.97K	﹤0.01%	521
2022 Q2	$3K	Buy	66 +11	+20%	+$467	﹤0.01%	369
2022 Q1	$2K	Buy	55 +6	+12%	+$221	﹤0.01%	426
2021 Q4	$1K	Buy	+49	New	+$1.51K	﹤0.01%	443
2021 Q3	–	Sell	-455	Closed	-$13K	–	471
2021 Q2	$13K	Hold	455	–	–	﹤0.01%	290
2021 Q1	$11K	Buy	+455	New	+$11.2K	﹤0.01%	255

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

Ten Capital Wealth Advisors's IYE Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares US Energy ETF (IYE) in Q2 2023, closing a stake of 27 shares — an estimated $1.18K sold.

Ten Capital Wealth Advisors first reported a position in IYE in Q1 2021 and held it in 8 quarters. The position peaked at $13K in Q2 2021. 307 funds tracked by Wall St. Rank hold IYE as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares US Energy ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 27 iShares US Energy ETF shares in Q2 2023, an estimated $1.18K.
Ten Capital Wealth Advisors first reported a position in iShares US Energy ETF in Q1 2021 and held it in 8 quarters.
Ten Capital Wealth Advisors's iShares US Energy ETF position peaked at $13K in Q2 2021.
307 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.