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Capital A Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Capital A Wealth Management’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
Q2 		$971 Sell
22
-551
-96% -$24.4K 0.01% 379
2025
Q1 		$28.2K Buy
573
+20
+4% +$953 0.03% 195
2024
Q4 		$25.2K Buy
+553
New +$26.5K 0.04% 209

Other funds holding IYE

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Capital A Wealth Management's IYE Position: Q2 2025 in Review

Capital A Wealth Management reduced its iShares US Energy ETF (IYE) stake by 96% in Q2 2025, selling an estimated $24.4K and leaving 22 shares worth $971. The position accounts for 0.01% of the portfolio, ranked #379.

Capital A Wealth Management first reported a position in IYE in Q4 2024 and has held it in 3 quarters since. The position peaked at $28.2K in Q1 2025. 274 funds tracked by Wall St. Rank hold IYE as of Q2 2025.

  • Capital A Wealth Management held 22 shares of iShares US Energy ETF worth $971 as of Q2 2025.
  • Capital A Wealth Management sold 551 iShares US Energy ETF shares in Q2 2025, an estimated $24.4K.
  • iShares US Energy ETF made up 0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #379 holding.
  • Capital A Wealth Management first reported a position in iShares US Energy ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's iShares US Energy ETF position peaked at $28.2K in Q1 2025.
  • 274 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.