Cottonwood Capital Advisors LLC Has $1.03 Million Stock Position in iShares U.S. Energy ETF (NYSEARCA:IYE)

Cottonwood Capital Advisors LLC trimmed its position in iShares U.S. Energy ETF (NYSEARCA:IYE) by 1.3% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 20,947 shares of the company’s stock after selling 285 shares during the period. Cottonwood Capital Advisors LLC owned approximately 0.08% of iShares U.S. Energy ETF worth $1,033,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Foundation Wealth Management LLC boosted its stake in shares of iShares U.S. Energy ETF by 1.0% during the 1st quarter. Foundation Wealth Management LLC now owns 24,654 shares of the company’s stock worth $1,215,000 after acquiring an additional 241 shares during the period. Detalus Advisors LLC boosted its holdings in shares of iShares U.S. Energy ETF by 1.7% in the 4th quarter. Detalus Advisors LLC now owns 15,068 shares of the company’s stock valued at $687,000 after purchasing an additional 247 shares in the last quarter. Retirement Planning Group LLC grew its position in iShares U.S. Energy ETF by 3.9% in the fourth quarter. Retirement Planning Group LLC now owns 7,047 shares of the company’s stock valued at $321,000 after acquiring an additional 263 shares during the last quarter. Cerity Partners LLC increased its position in iShares U.S. Energy ETF by 2.5% during the 4th quarter. Cerity Partners LLC now owns 11,198 shares of the company’s stock worth $510,000 after purchasing an additional 276 shares in the last quarter. Finally, O Shaughnessy Asset Management LLC grew its position in iShares U.S. Energy ETF by 32.0% during the 4th quarter. O Shaughnessy Asset Management LLC now owns 1,188 shares of the company’s stock worth $54,000 after acquiring an additional 288 shares during the last quarter.

iShares U.S. Energy ETF Stock Performance

Shares of NYSEARCA IYE opened at $45.00 on Thursday. The stock has a market cap of $1.15 billion, a P/E ratio of 15.53 and a beta of 0.80. iShares U.S. Energy ETF has a 52-week low of $39.35 and a 52-week high of $51.61. The firm has a 50 day moving average price of $44.33 and a two-hundred day moving average price of $45.86.

iShares U.S. Energy ETF Company Profile

iShares U.S. Energy ETF (the Fund), formerly iShares Dow Jones U.S. Energy Sector Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Oil & Gas Index (the Index). The Index measures the performance of the oil and gas sector of the United States equity market, and includes companies in industry groups, such as oil and gas producers, and oil equipment, services and distribution.