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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return