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Bernardo Wealth Planning’s iShares US Energy ETF IYE Stock Holding History

Bernardo Wealth Planning’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 		$293K Sell
5,179
-1,648
-24% -$99.9K 0.05% 108
2026
Q1 		$442K Sell
6,827
-519
-7% -$29.4K 0.09% 77
2025
Q4 		$349K Sell
7,346
-82
-1% -$3.88K 0.07% 94
2025
Q3 		$353K Sell
7,428
-23
-0.3% -$1.07K 0.07% 87
2025
Q2 		$337K Sell
7,451
-321
-4% -$14.2K 0.07% 87
2025
Q1 		$383K Sell
7,772
-9
-0.1% -$429 0.09% 78
2024
Q4 		$366K Sell
7,781
-199
-2% -$9.54K 0.09% 77
2024
Q3 		$380K Sell
7,980
-268
-3% -$12.6K 0.09% 75
2024
Q2 		$396K Sell
8,248
-422
-5% -$20.6K 0.11% 66
2024
Q1 		$428K Sell
8,670
-1,442
-14% -$64.9K 0.12% 64
2023
Q4 		$446K Sell
10,112
-631
-6% -$28.4K 0.14% 60
2023
Q3 		$510K Sell
10,743
-568
-5% -$26.2K 0.2% 51
2023
Q2 		$485K Sell
11,311
-615
-5% -$26.3K 0.19% 55
2023
Q1 		$522K Sell
11,926
-4,128
-26% -$187K 0.22% 53
2022
Q4 		$746K Sell
16,054
-2,407
-13% -$113K 0.35% 40
2022
Q3 		$859K Sell
18,461
-102,217
-85% -$4.2M 0.49% 33
2022
Q2 		$4.6M Sell
120,678
-25,511
-17% -$1.08M 2.63% 11
2022
Q1 		$5.98M Sell
146,189
-5,348
-4% -$197K 2.97% 12
2021
Q4 		$4.56M Buy
151,537
+8,288
+6% +$255K 2.23% 15
2021
Q3 		$4.05M Buy
143,249
+29,038
+25% +$780K 2.35% 13
2021
Q2 		$3.32M Buy
+114,211
New +$3.18M 1.99% 14

Other funds holding IYE

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bernardo Wealth Planning's IYE Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its iShares US Energy ETF (IYE) stake by 24% in Q2 2026, selling an estimated $99.9K and leaving 5,179 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #108.

Bernardo Wealth Planning first reported a position in IYE in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.98M in Q1 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Bernardo Wealth Planning held 5,179 shares of iShares US Energy ETF worth $293K as of Q2 2026.
  • Bernardo Wealth Planning sold 1,648 iShares US Energy ETF shares in Q2 2026, an estimated $99.9K.
  • iShares US Energy ETF made up 0.05% of Bernardo Wealth Planning's portfolio in Q2 2026, its #108 holding.
  • Bernardo Wealth Planning first reported a position in iShares US Energy ETF in Q2 2021 and has held it in 21 quarters since.
  • Bernardo Wealth Planning's iShares US Energy ETF position peaked at $5.98M in Q1 2022.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.