AWM
IYE icon

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

Aprio 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
Q2 		– Sell
-4,181
Closed -$206K – 422
2025
Q1 		$206K Buy
+4,181
New +$199K 0.03% 355

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Aprio Wealth Management's IYE Position: Q2 2025 in Review

Aprio Wealth Management sold out of iShares US Energy ETF (IYE) in Q2 2025, closing a stake of 4,181 shares — an estimated $206K sold.

Aprio Wealth Management first reported a position in IYE in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 274 funds tracked by Wall St. Rank hold IYE as of Q2 2025.

  • Aprio Wealth Management reported no remaining iShares US Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Aprio Wealth Management sold 4,181 iShares US Energy ETF shares in Q2 2025, an estimated $206K.
  • Aprio Wealth Management first reported a position in iShares US Energy ETF in Q1 2025 and held it in 1 quarter.
  • Aprio Wealth Management's iShares US Energy ETF position peaked at $206K in Q1 2025.
  • 274 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2025.

Based on Aprio Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.