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Kroeger Financial Partners’s iShares US Energy ETF IYE Stock Holding History

Kroeger Financial Partners’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
2026
Q2 		$57 Buy
+1
New +$61 ﹤0.01% 135

Other funds holding IYE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AGAM
AK Global Asset Management Oakland, California $118M AUM
AFG
Artesa Financial Group Conroe, Texas $117M AUM
CV
Counterweight Ventures Wilmington, North Carolina $201M AUM 35.56% 1-Year Est. Return

Kroeger Financial Partners's IYE Position: Q2 2026 in Review

Kroeger Financial Partners opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 1 share worth $57. The stake represents ﹤0.01% of the portfolio and ranks #135 among its holdings.

117 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Kroeger Financial Partners held 1 share of iShares US Energy ETF worth $57 as of Q2 2026.
  • iShares US Energy ETF was a new Kroeger Financial Partners position in Q2 2026.
  • iShares US Energy ETF made up ﹤0.01% of Kroeger Financial Partners's portfolio in Q2 2026, its #135 holding.
  • 117 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Kroeger Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.