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Wetzel Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-224
Closed -$11.1K – 513
2024
Q2 		$11.1K Hold
224
– – 0.01% 447
2024
Q1 		$11K Hold
224
– – 0.01% 510
2023
Q4 		$10K Buy
+224
New +$10.1K 0.01% 519

Other funds holding IYE

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Wetzel Investment Advisors's IYE Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares US Energy ETF (IYE) in Q3 2024, closing a stake of 224 shares — an estimated $11.1K sold.

Wetzel Investment Advisors first reported a position in IYE in Q4 2023 and held it in 3 quarters. The position peaked at $11.1K in Q2 2024. 281 funds tracked by Wall St. Rank hold IYE as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares US Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 224 iShares US Energy ETF shares in Q3 2024, an estimated $11.1K.
  • Wetzel Investment Advisors first reported a position in iShares US Energy ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares US Energy ETF position peaked at $11.1K in Q2 2024.
  • 281 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.