WealthPLAN Partners’s iShares US Energy ETF IYE Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-6	Closed	-$257	–	726
2023 Q2	$257	Sell	6 -980	-99%	-$42K	﹤0.01%	1206
2023 Q1	$43.1K	Buy	+986	New	+$44.6K	﹤0.01%	586
2015 Q4	$2.1K	Buy	+186	New	+$6.88K	﹤0.01%	1474
2015 Q2	$3K	Hold	62	–	–	﹤0.01%	366
2015 Q1	$3K	Buy	+62	New	+$2.72K	﹤0.01%	464

Other funds holding IYE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

WealthPLAN Partners's IYE Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares US Energy ETF (IYE) in Q3 2023, closing a stake of 6 shares — an estimated $257 sold.

WealthPLAN Partners first reported a position in IYE in Q1 2015 and held it in 5 quarters. The position peaked at $43.1K in Q1 2023. 301 funds tracked by Wall St. Rank hold IYE as of Q3 2023.

WealthPLAN Partners reported no remaining iShares US Energy ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 6 iShares US Energy ETF shares in Q3 2023, an estimated $257.
WealthPLAN Partners first reported a position in iShares US Energy ETF in Q1 2015 and held it in 5 quarters.
WealthPLAN Partners's iShares US Energy ETF position peaked at $43.1K in Q1 2023.
301 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.