WR Wealth Planners’s iShares US Energy ETF IYE Stock Holding History

WR Wealth Planners’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 Q4	$4.6K	Hold	101	–	–	﹤0.01%	716
2024 Q3	$4.68K	Hold	101	–	–	﹤0.01%	759
2024 Q2	$4.85K	Hold	101	–	–	﹤0.01%	722
2024 Q1	$4.99K	Buy	+101	New	+$4.54K	﹤0.01%	720
2023 Q4	–	Sell	-101	Closed	-$4.79K	–	530
2023 Q3	$4.79K	Hold	101	–	–	﹤0.01%	682
2023 Q2	$4.33K	Hold	101	–	–	﹤0.01%	700
2023 Q1	$4.42K	Hold	101	–	–	﹤0.01%	696
2022 Q4	$4.7K	Hold	101	–	–	﹤0.01%	330
2022 Q3	$3.97K	Hold	101	–	–	﹤0.01%	335
2022 Q2	$3.85K	Hold	101	–	–	﹤0.01%	368
2022 Q1	$4.13K	Buy	+101	New	+$3.72K	﹤0.01%	371

Other funds holding IYE

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 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BRCM

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

WR Wealth Planners's IYE Position: Q4 2024 in Review

WR Wealth Planners held its iShares US Energy ETF (IYE) position steady in Q4 2024 at 101 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

WR Wealth Planners first reported a position in IYE in Q1 2022 and has held it in 11 quarters since. The position peaked at $4.99K in Q1 2024. 304 funds tracked by Wall St. Rank hold IYE as of Q4 2024.

WR Wealth Planners held 101 shares of iShares US Energy ETF worth $4.6K as of Q4 2024.
WR Wealth Planners left its iShares US Energy ETF share count unchanged in Q4 2024.
iShares US Energy ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #716 holding.
WR Wealth Planners first reported a position in iShares US Energy ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares US Energy ETF position peaked at $4.99K in Q1 2024.
304 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.