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Wealth Management Solutions’s iShares US Energy ETF IYE Stock Holding History

Wealth Management Solutions’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
-16,607
Closed -$680K – 103
2022
Q1 		$680K Sell
16,607
-54,186
-77% -$2M 0.35% 44
2021
Q4 		$2.13M Buy
+70,793
New +$2.18M 1.1% 22

Other funds holding IYE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Management Solutions's IYE Position: Q2 2022 in Review

Wealth Management Solutions sold out of iShares US Energy ETF (IYE) in Q2 2022, closing a stake of 16,607 shares — an estimated $680K sold.

Wealth Management Solutions first reported a position in IYE in Q4 2021 and held it in 2 quarters. The position peaked at $2.13M in Q4 2021. 385 funds tracked by Wall St. Rank hold IYE as of Q2 2022.

  • Wealth Management Solutions reported no remaining iShares US Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Wealth Management Solutions sold 16,607 iShares US Energy ETF shares in Q2 2022, an estimated $680K.
  • Wealth Management Solutions first reported a position in iShares US Energy ETF in Q4 2021 and held it in 2 quarters.
  • Wealth Management Solutions's iShares US Energy ETF position peaked at $2.13M in Q4 2021.
  • 385 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2022.

Based on Wealth Management Solutions's 13F filing for Q2 2022, filed 1 Aug 2022.