Brendel Financial Advisors’s iShares US Energy ETF IYE Stock Holding History

Brendel Financial 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
2026 Q2	$1.02M	Buy	+17,948	New	+$1.09M	0.47%	51

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

Brendel Financial Advisors's IYE Position: Q2 2026 in Review

Brendel Financial Advisors opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 17,948 shares worth $1.02M. The stake represents 0.47% of the portfolio and ranks #51 among its holdings.

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

Brendel Financial Advisors held 17,948 shares of iShares US Energy ETF worth $1.02M as of Q2 2026.
iShares US Energy ETF was a new Brendel Financial Advisors position in Q2 2026.
iShares US Energy ETF made up 0.47% of Brendel Financial Advisors's portfolio in Q2 2026, its #51 holding.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.