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

Apollon 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
2026
Q1 		$325K Sell
5,025
-820
-14% -$46.5K 0.01% 1070
2025
Q4 		$278K Sell
5,845
-169
-3% -$8K ﹤0.01% 1097
2025
Q3 		$286K Sell
6,014
-676
-10% -$31.5K 0.01% 1064
2025
Q2 		$303K Sell
6,690
-718
-10% -$31.7K 0.01% 1009
2025
Q1 		$365K Buy
7,408
+395
+6% +$18.8K 0.01% 874
2024
Q4 		$320K Sell
7,013
-192
-3% -$9.2K 0.01% 918
2024
Q3 		$334K Sell
7,205
-56
-0.8% -$2.64K 0.01% 881
2024
Q2 		$349K Sell
7,261
-1,130
-13% -$55.2K 0.01% 799
2024
Q1 		$415K Sell
8,391
-2,189
-21% -$98.5K 0.01% 759
2023
Q4 		$467K Buy
10,580
+42
+0.4% +$1.89K 0.02% 678
2023
Q3 		$500K Buy
10,538
+1,476
+16% +$68.1K 0.03% 554
2023
Q2 		$388K Sell
9,062
-16,134
-64% -$691K 0.02% 674
2023
Q1 		$1.1M Sell
25,196
-4,979
-17% -$225K 0.07% 301
2022
Q4 		$1.4M Buy
30,175
+19,357
+179% +$905K 0.1% 216
2022
Q3 		$425K Sell
10,818
-12,606
-54% -$518K 0.04% 493
2022
Q2 		$893K Sell
23,424
-8,939
-28% -$380K 0.07% 292
2022
Q1 		$1.32M Sell
32,363
-752
-2% -$27.7K 0.09% 221
2021
Q4 		$997K Buy
+33,115
New +$1.02M 0.07% 282

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Apollon Wealth Management's IYE Position: Q1 2026 in Review

Apollon Wealth Management reduced its iShares US Energy ETF (IYE) stake by 14% in Q1 2026, selling an estimated $46.5K and leaving 5,025 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #1070.

Apollon Wealth Management first reported a position in IYE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.4M in Q4 2022. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

  • Apollon Wealth Management held 5,025 shares of iShares US Energy ETF worth $325K as of Q1 2026.
  • Apollon Wealth Management sold 820 iShares US Energy ETF shares in Q1 2026, an estimated $46.5K.
  • iShares US Energy ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1070 holding.
  • Apollon Wealth Management first reported a position in iShares US Energy ETF in Q4 2021 and has held it in 18 quarters since.
  • Apollon Wealth Management's iShares US Energy ETF position peaked at $1.4M in Q4 2022.
  • 332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.