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Christensen King & Associates Investment Services’s iShares US Energy ETF IYE Stock Holding History

Christensen King & Associates Investment Services’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 		$244K Hold
4,319
– – 0.1% 98
2026
Q1 		$280K Buy
4,319
+12
+0.3% +$681 0.12% 83
2025
Q4 		$205K Buy
+4,307
New +$204K 0.09% 103
2024
Q2 		– Sell
-4,419
Closed -$218K – 95
2024
Q1 		$218K Buy
+4,419
New +$199K 0.11% 90

Other funds holding IYE

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Christensen King & Associates Investment Services's IYE Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 4,319 shares worth $244K. The position accounts for 0.1% of the portfolio, ranked #98.

Christensen King & Associates Investment Services first reported a position in IYE in Q1 2024 and has held it in 4 quarters since. The position peaked at $280K in Q1 2026. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Christensen King & Associates Investment Services held 4,319 shares of iShares US Energy ETF worth $244K as of Q2 2026.
  • Christensen King & Associates Investment Services left its iShares US Energy ETF share count unchanged in Q2 2026.
  • iShares US Energy ETF made up 0.1% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #98 holding.
  • Christensen King & Associates Investment Services first reported a position in iShares US Energy ETF in Q1 2024 and has held it in 4 quarters since.
  • Christensen King & Associates Investment Services's iShares US Energy ETF position peaked at $280K in Q1 2026.
  • 329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.