AF
IYE icon

Advisornet Financial’s iShares US Energy ETF IYE Stock Holding History

Advisornet Financial’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 		– Sell
-334
Closed -$21.6K – 2334
2026
Q1 		$21.6K Sell
334
-8
-2% -$454 ﹤0.01% 1310
2025
Q4 		$16.3K Sell
342
-20
-6% -$947 ﹤0.01% 1394
2025
Q3 		$17.2K Buy
362
+2
+0.6% +$93 ﹤0.01% 1351
2025
Q2 		$16.3K Buy
360
+1
+0.3% +$44 ﹤0.01% 1341
2025
Q1 		$17.7K Sell
359
-48
-12% -$2.29K ﹤0.01% 1240
2024
Q4 		$18.6K Sell
407
-40
-9% -$1.92K ﹤0.01% 1168
2024
Q3 		$20.7K Sell
447
-11
-2% -$518 ﹤0.01% 1185
2024
Q2 		$22K Sell
458
-172
-27% -$8.4K ﹤0.01% 1063
2024
Q1 		$31.1K Sell
630
-353
-36% -$15.9K ﹤0.01% 955
2023
Q4 		$43.4K Sell
983
-114
-10% -$5.12K ﹤0.01% 846
2023
Q3 		$52K Hold
1,097
– – ﹤0.01% 775
2023
Q2 		$47K Buy
1,097
+5
+0.5% +$214 ﹤0.01% 829
2023
Q1 		$47.8K Sell
1,092
-146
-12% -$6.61K ﹤0.01% 809
2022
Q4 		$57.6K Sell
1,238
-70
-5% -$3.27K 0.01% 752
2022
Q3 		$51K Sell
1,308
-2,551
-66% -$105K 0.01% 843
2022
Q2 		$147K Sell
3,859
-2,262
-37% -$96.1K 0.01% 569
2022
Q1 		$250K Buy
6,121
+2,013
+49% +$74.2K 0.02% 507
2021
Q4 		$124K Sell
4,108
-359
-8% -$11.1K 0.01% 722
2021
Q3 		$126K Buy
4,467
+3,828
+599% +$103K 0.01% 710
2021
Q2 		$19K Buy
639
+7
+1% +$195 ﹤0.01% 1242
2021
Q1 		$17K Hold
632
– – ﹤0.01% 1231
2020
Q4 		$13K Buy
632
+6
+1% +$110 ﹤0.01% 1234
2020
Q3 		$10K Buy
626
+11
+2% +$208 ﹤0.01% 1271
2020
Q2 		$12K Buy
615
+17
+3% +$333 ﹤0.01% 1256
2020
Q1 		$9K Sell
598
-597
-50% -$15K ﹤0.01% 1291
2019
Q4 		$38K Buy
1,195
+28
+2% +$885 ﹤0.01% 986
2019
Q3 		$37K Buy
1,167
+457
+64% +$14.9K ﹤0.01% 1008
2019
Q2 		$24K Sell
710
-2,595
-79% -$90.1K ﹤0.01% 1012
2019
Q1 		$119K Buy
3,305
+6
+0.2% +$210 0.01% 513
2018
Q4 		$103K Buy
3,299
+9
+0.3% +$331 0.01% 511
2018
Q3 		$138K Sell
3,290
-1,380
-30% -$57.1K 0.02% 484
2018
Q2 		$196K Sell
4,670
-123
-3% -$5.03K 0.03% 403
2018
Q1 		$177K Sell
4,793
-561
-10% -$21.8K 0.02% 409
2017
Q4 		$212K Buy
+5,354
New +$202K 0.03% 341

Other funds holding IYE

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
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
CV
Counterweight Ventures Wilmington, North Carolina $201M AUM 35.56% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Advisornet Financial's IYE Position: Q2 2026 in Review

Advisornet Financial sold out of iShares US Energy ETF (IYE) in Q2 2026, closing a stake of 334 shares — an estimated $21.6K sold.

Advisornet Financial first reported a position in IYE in Q4 2017 and held it in 34 quarters. The position peaked at $250K in Q1 2022. 87 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Advisornet Financial reported no remaining iShares US Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Advisornet Financial sold 334 iShares US Energy ETF shares in Q2 2026, an estimated $21.6K.
  • Advisornet Financial first reported a position in iShares US Energy ETF in Q4 2017 and held it in 34 quarters.
  • Advisornet Financial's iShares US Energy ETF position peaked at $250K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.