AmeriFlex Group’s iShares US Energy ETF IYE Stock Holding History

AmeriFlex Group’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	$24.4K	Hold	432	–	–	0.01%	657
2026 Q1	$28K	Hold	432	–	–	0.01%	544
2025 Q4	$20.5K	Buy	+432	New	+$20.4K	0.01%	589
2025 Q3	–	Sell	-753	Closed	-$34.4K	–	1218
2025 Q2	$34.4K	Buy	753 +5	+0.7%	+$221	0.02%	461
2025 Q1	$36.9K	Hold	748	–	–	0.02%	539
2024 Q4	$34.8K	Buy	+748	New	+$35.9K	0.02%	515

Other funds holding IYE

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AmeriFlex Group's IYE Position: Q2 2026 in Review

AmeriFlex Group held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 432 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #657.

AmeriFlex Group first reported a position in IYE in Q4 2024 and has held it in 6 quarters since. The position peaked at $36.9K in Q1 2025. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

AmeriFlex Group held 432 shares of iShares US Energy ETF worth $24.4K as of Q2 2026.
AmeriFlex Group left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up 0.01% of AmeriFlex Group's portfolio in Q2 2026, its #657 holding.
AmeriFlex Group first reported a position in iShares US Energy ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's iShares US Energy ETF position peaked at $36.9K in Q1 2025.
327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.