Armstrong Advisory Group’s iShares US Energy ETF IYE Stock Holding History

Armstrong Advisory 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	$5.86K	Sell	104 -15	-13%	-$909	﹤0.01%	775
2026 Q1	$7.74K	Sell	119 -32	-21%	-$1.81K	﹤0.01%	729
2025 Q4	$7.2K	Sell	151 -17	-10%	-$805	﹤0.01%	723
2025 Q3	$7.99K	Sell	168 -13	-7%	-$605	﹤0.01%	719
2025 Q2	$8.19K	Buy	+181	New	+$8K	﹤0.01%	696

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

Armstrong Advisory Group's IYE Position: Q2 2026 in Review

Armstrong Advisory Group reduced its iShares US Energy ETF (IYE) stake by 13% in Q2 2026, selling an estimated $909 and leaving 104 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Armstrong Advisory Group first reported a position in IYE in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.19K in Q2 2025. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Armstrong Advisory Group held 104 shares of iShares US Energy ETF worth $5.86K as of Q2 2026.
Armstrong Advisory Group sold 15 iShares US Energy ETF shares in Q2 2026, an estimated $909.
iShares US Energy ETF made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #775 holding.
Armstrong Advisory Group first reported a position in iShares US Energy ETF in Q2 2025 and has held it in 5 quarters since.
Armstrong Advisory Group's iShares US Energy ETF position peaked at $8.19K in Q2 2025.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.