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

Abound 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
2025
Q4 		– Sell
-140
Closed -$6.65K – 1468
2025
Q3 		$6.65K Buy
+140
New +$6.52K ﹤0.01% 577
2022
Q1 		– Sell
-284
Closed -$8.55K – 119
2021
Q4 		$8.55K Buy
+284
New +$8.74K 0.01% 93

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Abound Wealth Management's IYE Position: Q4 2025 in Review

Abound Wealth Management sold out of iShares US Energy ETF (IYE) in Q4 2025, closing a stake of 140 shares — an estimated $6.65K sold.

Abound Wealth Management first reported a position in IYE in Q4 2021 and held it in 2 quarters. The position peaked at $8.55K in Q4 2021. 275 funds tracked by Wall St. Rank hold IYE as of Q4 2025.

  • Abound Wealth Management reported no remaining iShares US Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Abound Wealth Management sold 140 iShares US Energy ETF shares in Q4 2025, an estimated $6.65K.
  • Abound Wealth Management first reported a position in iShares US Energy ETF in Q4 2021 and held it in 2 quarters.
  • Abound Wealth Management's iShares US Energy ETF position peaked at $8.55K in Q4 2021.
  • 275 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.