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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
Q2 		$284K Sell
5,023
-2
-0% -$121 ﹤0.01% 1307
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 $1.89T 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
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

Apollon Wealth Management's IYE Position: Q2 2026 in Review

Apollon Wealth Management reduced its iShares US Energy ETF (IYE) stake by 0.04% in Q2 2026, selling an estimated $121 and leaving 5,023 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Apollon Wealth Management first reported a position in IYE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.4M in Q4 2022. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Apollon Wealth Management held 5,023 shares of iShares US Energy ETF worth $284K as of Q2 2026.
  • Apollon Wealth Management sold 2 iShares US Energy ETF shares in Q2 2026, an estimated $121.
  • iShares US Energy ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1307 holding.
  • Apollon Wealth Management first reported a position in iShares US Energy ETF in Q4 2021 and has held it in 19 quarters since.
  • Apollon Wealth Management's iShares US Energy ETF position peaked at $1.4M in Q4 2022.
  • 327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.