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

Western Wealth Management’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 Q3	–	Sell	-6,834	Closed	-$260K	–	830
2022 Q2	$260K	Sell	6,834 -2,913	-30%	-$124K	0.01%	654
2022 Q1	$398K	Buy	9,747 +269	+3%	+$9.91K	0.02%	593
2021 Q4	$286K	Buy	+9,478	New	+$292K	0.03%	487
2021 Q2	$335K	Buy	+11,373	New	+$317K	0.03%	461

Other funds holding IYE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Western Wealth Management's IYE Position: Q3 2022 in Review

Western Wealth Management sold out of iShares US Energy ETF (IYE) in Q3 2022, closing a stake of 6,834 shares — an estimated $260K sold.

Western Wealth Management first reported a position in IYE in Q2 2021 and held it in 4 quarters. The position peaked at $398K in Q1 2022. 361 funds tracked by Wall St. Rank hold IYE as of Q3 2022.

Western Wealth Management reported no remaining iShares US Energy ETF position as of Q3 2022 after selling out during the quarter.
Western Wealth Management sold 6,834 iShares US Energy ETF shares in Q3 2022, an estimated $260K.
Western Wealth Management first reported a position in iShares US Energy ETF in Q2 2021 and held it in 4 quarters.
Western Wealth Management's iShares US Energy ETF position peaked at $398K in Q1 2022.
361 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2022.

Based on Western Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.