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Bravera Wealth’s iShares US Energy ETF IYE Stock Holding History

Bravera Wealth’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 		$52.7K Sell
932
-37
-4% -$2.24K 0.02% 175
2026
Q1 		$62.8K Hold
969
– – 0.03% 178
2025
Q4 		$46.1K Buy
+969
New +$45.9K 0.02% 178

Other funds holding IYE

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AGAM
AK Global Asset Management Oakland, California $118M AUM
CV
Counterweight Ventures Wilmington, North Carolina $201M AUM 35.56% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Bravera Wealth's IYE Position: Q2 2026 in Review

Bravera Wealth reduced its iShares US Energy ETF (IYE) stake by 3.8% in Q2 2026, selling an estimated $2.24K and leaving 932 shares worth $52.7K. The position accounts for 0.02% of the portfolio, ranked #175.

Bravera Wealth first reported a position in IYE in Q4 2025 and has held it in 3 quarters since. The position peaked at $62.8K in Q1 2026. 94 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Bravera Wealth held 932 shares of iShares US Energy ETF worth $52.7K as of Q2 2026.
  • Bravera Wealth sold 37 iShares US Energy ETF shares in Q2 2026, an estimated $2.24K.
  • iShares US Energy ETF made up 0.02% of Bravera Wealth's portfolio in Q2 2026, its #175 holding.
  • Bravera Wealth first reported a position in iShares US Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's iShares US Energy ETF position peaked at $62.8K in Q1 2026.
  • 94 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.