Bellwether Advisors’s iShares US Energy ETF IYE Stock Holding History

Bellwether Advisors’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 Q3	–	Sell	-98	Closed	-$4.43K	–	353
2025 Q2	$4.43K	Hold	98	–	–	﹤0.01%	429
2025 Q1	$4.83K	Hold	98	–	–	﹤0.01%	372
2024 Q4	$4.47K	Buy	+98	New	+$4.7K	﹤0.01%	388
2024 Q3	–	Sell	-112,732	Closed	-$5.41M	–	135
2024 Q2	$5.41M	Buy	112,732 +5,340	+5%	+$261K	1.13%	21
2024 Q1	$5.31M	Sell	107,392 -7,994	-7%	-$360K	1.17%	20
2023 Q4	$5.09M	Sell	115,386 -77,933	-40%	-$3.5M	1.25%	22
2023 Q3	$9.17M	Buy	+193,319	New	+$8.92M	2.5%	8

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Bellwether Advisors's IYE Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares US Energy ETF (IYE) in Q3 2025, closing a stake of 98 shares — an estimated $4.43K sold.

Bellwether Advisors first reported a position in IYE in Q3 2023 and held it in 7 quarters. The position peaked at $9.17M in Q3 2023. 272 funds tracked by Wall St. Rank hold IYE as of Q3 2025.

Bellwether Advisors reported no remaining iShares US Energy ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 98 iShares US Energy ETF shares in Q3 2025, an estimated $4.43K.
Bellwether Advisors first reported a position in iShares US Energy ETF in Q3 2023 and held it in 7 quarters.
Bellwether Advisors's iShares US Energy ETF position peaked at $9.17M in Q3 2023.
272 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.