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Weaver Consulting Group’s iShares US Energy ETF IYE Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-671
Closed -$11K – 521
2020
Q3 		$11K Buy
671
+50
+8% +$944 0.01% 540
2020
Q2 		$12K Buy
621
+605
+3,781% +$11.9K 0.01% 481
2020
Q1 		$0 Sell
16
-265
-94% -$6.68K ﹤0.01% 899
2019
Q4 		$9K Hold
281
– – ﹤0.01% 517
2019
Q3 		$10K Sell
281
-209
-43% -$6.79K 0.01% 486
2019
Q2 		$17K Sell
490
-907
-65% -$31.5K 0.01% 363
2019
Q1 		$46K Buy
+1,397
New +$48.9K 0.01% 500

Other funds holding IYE

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Weaver Consulting Group's IYE Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares US Energy ETF (IYE) in Q4 2020, closing a stake of 671 shares — an estimated $11K sold.

Weaver Consulting Group first reported a position in IYE in Q1 2019 and held it in 7 quarters. The position peaked at $46K in Q1 2019. 176 funds tracked by Wall St. Rank hold IYE as of Q4 2020.

  • Weaver Consulting Group reported no remaining iShares US Energy ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 671 iShares US Energy ETF shares in Q4 2020, an estimated $11K.
  • Weaver Consulting Group first reported a position in iShares US Energy ETF in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's iShares US Energy ETF position peaked at $46K in Q1 2019.
  • 176 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.