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

Chemistry 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
2026 Q2	$395K	Hold	6,976	–	–	0.06%	149
2026 Q1	$452K	Hold	6,976	–	–	0.08%	132
2025 Q4	$332K	Sell	6,976 -3,682	-35%	-$174K	0.06%	152
2025 Q3	$506K	Hold	10,658	–	–	0.1%	118
2025 Q2	$482K	Hold	10,658	–	–	0.1%	111
2025 Q1	$525K	Hold	10,658	–	–	0.12%	98
2024 Q4	$486K	Hold	10,658	–	–	0.11%	103
2024 Q3	$494K	Hold	10,658	–	–	0.12%	103
2024 Q2	$512K	Hold	10,658	–	–	0.13%	96
2024 Q1	$527K	Hold	10,658	–	–	0.14%	92
2023 Q4	$470K	Hold	10,658	–	–	0.14%	93
2023 Q3	$506K	Hold	10,658	–	–	0.17%	85
2023 Q2	$457K	Hold	10,658	–	–	0.15%	92
2023 Q1	$466K	Hold	10,658	–	–	0.16%	93
2022 Q4	$495K	Hold	10,658	–	–	0.19%	81
2022 Q3	$419K	Hold	10,658	–	–	0.17%	93
2022 Q2	$406K	Hold	10,658	–	–	0.16%	99
2022 Q1	$436K	Buy	+10,658	New	+$393K	0.15%	96

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

Chemistry Wealth Management's IYE Position: Q2 2026 in Review

Chemistry Wealth Management held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 6,976 shares worth $395K. The position accounts for 0.06% of the portfolio, ranked #149.

Chemistry Wealth Management first reported a position in IYE in Q1 2022 and has held it in 18 quarters since. The position peaked at $527K in Q1 2024. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Chemistry Wealth Management held 6,976 shares of iShares US Energy ETF worth $395K as of Q2 2026.
Chemistry Wealth Management left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up 0.06% of Chemistry Wealth Management's portfolio in Q2 2026, its #149 holding.
Chemistry Wealth Management first reported a position in iShares US Energy ETF in Q1 2022 and has held it in 18 quarters since.
Chemistry Wealth Management's iShares US Energy ETF position peaked at $527K in Q1 2024.
329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.