CLA (CliftonLarsonAllen) Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2025 Q3	–	Sell	-11,020	Closed	-$498K	–	207
2025 Q2	$498K	Buy	+11,020	New	+$487K	0.01%	184
2024 Q4	–	Sell	-12,080	Closed	-$560K	–	192
2024 Q3	$560K	Buy	+12,080	New	+$569K	0.01%	163
2023 Q2	–	Sell	-10,229	Closed	-$448K	–	179
2023 Q1	$448K	Buy	+10,229	New	+$463K	0.01%	169
2021 Q4	–	Sell	-8,969	Closed	-$253K	–	231
2021 Q3	$253K	Hold	8,969	–	–	0.01%	283
2021 Q2	$261K	Buy	+8,969	New	+$250K	0.01%	280
2021 Q1	–	Sell	-10,708	Closed	-$217K	–	170
2020 Q4	$217K	Buy	+10,708	New	+$197K	0.01%	161
2019 Q4	$330K	Buy	+10,267	New	+$324K	0.03%	143
2019 Q1	–	Sell	-24,723	Closed	-$770K	–	124
2018 Q4	$770K	Buy	+24,723	New	+$909K	0.08%	110

Other funds holding IYE

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BRCM

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

CLA (CliftonLarsonAllen) Wealth Advisors's IYE Position: Q3 2025 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares US Energy ETF (IYE) in Q3 2025, closing a stake of 11,020 shares — an estimated $498K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IYE in Q4 2018 and held it in 8 quarters. The position peaked at $770K in Q4 2018. 272 funds tracked by Wall St. Rank hold IYE as of Q3 2025.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares US Energy ETF position as of Q3 2025 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 11,020 iShares US Energy ETF shares in Q3 2025, an estimated $498K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares US Energy ETF in Q4 2018 and held it in 8 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's iShares US Energy ETF position peaked at $770K in Q4 2018.
272 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2025.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.