Balboa Wealth Partners’s iShares US Energy ETF IYE Stock Holding History

Balboa Wealth Partners’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	$1.04M	Buy	+18,305	New	+$1.11M	0.14%	124

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

Balboa Wealth Partners's IYE Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 18,305 shares worth $1.04M. The stake represents 0.14% of the portfolio and ranks #124 among its holdings.

325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Balboa Wealth Partners held 18,305 shares of iShares US Energy ETF worth $1.04M as of Q2 2026.
iShares US Energy ETF was a new Balboa Wealth Partners position in Q2 2026.
iShares US Energy ETF made up 0.14% of Balboa Wealth Partners's portfolio in Q2 2026, its #124 holding.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.