B. Riley Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-5,006
| Closed | -$226K | – | 1138 |
|
|
2025
Q2 | $226K | Buy |
+5,006
| New | +$221K | 0.01% | 835 |
|
|
2024
Q4 | $305K | Sell |
6,702
-4,605
| -41% | -$221K | 0.01% | 864 |
|
|
2024
Q3 | $540K | Sell |
11,307
-2,005
| -15% | -$94.4K | 0.02% | 717 |
|
|
2024
Q2 | $639K | Sell |
13,312
-2,578
| -16% | -$126K | 0.02% | 703 |
|
|
2024
Q1 | $759K | Buy |
15,890
+1,363
| +9% | +$61.3K | 0.02% | 612 |
|
|
2023
Q4 | $641K | Sell |
14,527
-1,363
| -9% | -$61.2K | 0.02% | 695 |
|
|
2023
Q3 | $759K | Sell |
15,890
-1,405
| -8% | -$64.8K | 0.02% | 612 |
|
|
2023
Q2 | $741K | Buy |
17,295
+678
| +4% | +$29K | 0.02% | 678 |
|
|
2023
Q1 | $727K | Sell |
16,617
-9,596
| -37% | -$434K | 0.02% | 658 |
|
|
2022
Q4 | $1.22M | Sell |
26,213
-113
| -0.4% | -$5.28K | 0.03% | 469 |
|
|
2022
Q3 | $1.03M | Sell |
26,326
-43,295
| -62% | -$1.78M | 0.03% | 499 |
|
|
2022
Q2 | $2.65M | Sell |
69,621
-40,343
| -37% | -$1.71M | 0.11% | 189 |
|
|
2022
Q1 | $4.5M | Buy |
109,964
+2,043
| +2% | +$75.3K | 0.15% | 145 |
|
|
2021
Q4 | $3.25M | Sell |
107,921
-1,811
| -2% | -$55.7K | 0.09% | 237 |
|
|
2021
Q3 | $3.1M | Sell |
109,732
-16,306
| -13% | -$438K | 0.1% | 239 |
|
|
2021
Q2 | $3.67M | Buy |
126,038
+16,580
| +15% | +$462K | 0.12% | 196 |
|
|
2021
Q1 | $2.87M | Buy |
+109,458
| New | +$2.69M | 0.1% | 225 |
|
|
2016
Q4 | – | Sell |
-5,964
| Closed | -$233K | – | 592 |
|
|
2016
Q3 | $233K | Sell |
5,964
-946
| -14% | -$36K | 0.05% | 491 |
|
|
2016
Q2 | $266K | Buy |
6,910
+342
| +5% | +$12.7K | 0.05% | 437 |
|
|
2016
Q1 | $228K | Sell |
6,568
-1
| -0% | -$33 | 0.05% | 432 |
|
|
2015
Q4 | $223K | Sell |
6,569
-10,562
| -62% | -$390K | 0.05% | 458 |
|
|
2015
Q3 | $588K | Sell |
17,131
-2,394
| -12% | -$90.5K | 0.14% | 201 |
|
|
2015
Q2 | $828K | Sell |
19,525
-2,708
| -12% | -$121K | 0.21% | 132 |
|
|
2015
Q1 | $969K | Sell |
22,233
-13,269
| -37% | -$582K | 0.24% | 112 |
|
|
2014
Q4 | $5.91K | Buy |
35,502
+11,310
| +47% | +$533K | 0.13% | 199 |
|
|
2014
Q3 | $1.25M | Sell |
24,192
-10,122
| -29% | -$557K | 0.32% | 68 |
|
|
2014
Q2 | $1.02M | Buy |
34,314
+17,885
| +109% | +$964K | 0.24% | 86 |
|
|
2014
Q1 | $838K | Buy |
16,429
+650
| +4% | +$31.9K | 0.25% | 89 |
|
|
2013
Q4 | $797K | Hold |
15,779
| – | – | 0.25% | 92 |
|
|
2013
Q3 | $743K | Buy |
15,779
+400
| +3% | +$18.7K | 0.25% | 92 |
|
|
2013
Q2 | $685K | Buy |
+15,379
| New | +$694K | 0.23% | 99 |
|
Other funds holding IYE
PCH
BRCM
B. Riley Wealth Advisors's IYE Position: Q3 2025 in Review
B. Riley Wealth Advisors sold out of iShares US Energy ETF (IYE) in Q3 2025, closing a stake of 5,006 shares — an estimated $226K sold.
B. Riley Wealth Advisors first reported a position in IYE in Q2 2013 and held it in 31 quarters. The position peaked at $4.5M in Q1 2022. 272 funds tracked by Wall St. Rank hold IYE as of Q3 2025.
- B. Riley Wealth Advisors reported no remaining iShares US Energy ETF position as of Q3 2025 after selling out during the quarter.
- B. Riley Wealth Advisors sold 5,006 iShares US Energy ETF shares in Q3 2025, an estimated $226K.
- B. Riley Wealth Advisors first reported a position in iShares US Energy ETF in Q2 2013 and held it in 31 quarters.
- B. Riley Wealth Advisors's iShares US Energy ETF position peaked at $4.5M in Q1 2022.
- 272 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2025.
Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.