Avantax Advisory Services’s iShares US Energy ETF IYE Stock Holding History

Avantax Advisory Services’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	$373K	Sell	8,250 -194	-2%	-$8.57K	﹤0.01%	1762
2025 Q1	$416K	Buy	8,444 +717	+9%	+$34.2K	﹤0.01%	1627
2024 Q4	$352K	Sell	7,727 -1,485	-16%	-$71.2K	﹤0.01%	1675
2024 Q3	$427K	Sell	9,212 -174	-2%	-$8.2K	﹤0.01%	1521
2024 Q2	$451K	Buy	9,386 +467	+5%	+$22.8K	﹤0.01%	1426
2024 Q1	$441K	Sell	8,919 -540	-6%	-$24.3K	﹤0.01%	1105
2023 Q4	$417K	Sell	9,459 -761	-7%	-$34.2K	﹤0.01%	1073
2023 Q3	$485K	Sell	10,220 -8,204	-45%	-$378K	0.01%	957
2023 Q2	$789K	Sell	18,424 -712	-4%	-$30.5K	0.01%	768
2023 Q1	$837K	Sell	19,136 -12,696	-40%	-$574K	0.01%	719
2022 Q4	$1.48M	Buy	31,832 +1,448	+5%	+$67.7K	0.02%	505
2022 Q3	$1.19M	Sell	30,384 -14,843	-33%	-$609K	0.02%	506
2022 Q2	$1.72M	Sell	45,227 -9,637	-18%	-$409K	0.03%	409
2022 Q1	$2.24M	Buy	54,864 +9,414	+21%	+$347K	0.03%	352
2021 Q4	$1.37M	Buy	45,450 +6,889	+18%	+$212K	0.02%	440
2021 Q3	$1.09M	Buy	38,561 +15,709	+69%	+$422K	0.02%	465
2021 Q2	$663K	Buy	22,852 +10,114	+79%	+$282K	0.01%	597
2021 Q1	$329K	Buy	+12,738	New	+$313K	0.01%	770

Other funds holding IYE

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Avantax Advisory Services's IYE Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares US Energy ETF (IYE) stake by 2.3% in Q2 2025, selling an estimated $8.57K and leaving 8,250 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Avantax Advisory Services first reported a position in IYE in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.24M in Q1 2022. 274 funds tracked by Wall St. Rank hold IYE as of Q2 2025.

Avantax Advisory Services held 8,250 shares of iShares US Energy ETF worth $373K as of Q2 2025.
Avantax Advisory Services sold 194 iShares US Energy ETF shares in Q2 2025, an estimated $8.57K.
iShares US Energy ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1762 holding.
Avantax Advisory Services first reported a position in iShares US Energy ETF in Q1 2021 and has held it in 18 quarters since.
Avantax Advisory Services's iShares US Energy ETF position peaked at $2.24M in Q1 2022.
274 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.