Clear Creek Financial Management’s iShares US Energy ETF IYE Stock Holding History

Clear Creek Financial 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	$205K	Buy	3,623 +3	+0.1%	+$182	0.01%	608
2026 Q1	$234K	Buy	+3,620	New	+$205K	0.02%	548
2023 Q4	–	Sell	-5,073	Closed	-$241K	–	355
2023 Q3	$241K	Sell	5,073 -389	-7%	-$17.9K	0.04%	262
2023 Q2	$234K	Sell	5,462 -69	-1%	-$2.96K	0.04%	280
2023 Q1	$242K	Sell	5,531 -4,376	-44%	-$198K	0.05%	254
2022 Q4	$461K	Buy	9,907 +374	+4%	+$17.5K	0.1%	159
2022 Q3	$375K	Buy	9,533 +1	+0%	+$41	0.08%	167
2022 Q2	$363K	Buy	9,532 +2	+0%	+$85	0.08%	185
2022 Q1	$390K	Buy	9,530 +2	+0%	+$74	0.06%	213
2021 Q4	$287K	Buy	9,528 +7	+0.1%	+$215	0.04%	257
2021 Q3	$269K	Sell	9,521 -723	-7%	-$19.4K	0.04%	254
2021 Q2	$298K	Buy	+10,244	New	+$285K	0.05%	231

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

Clear Creek Financial Management's IYE Position: Q2 2026 in Review

Clear Creek Financial Management increased its iShares US Energy ETF (IYE) stake by 0.08% in Q2 2026, buying an estimated $182 and bringing the position to 3,623 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #608.

Clear Creek Financial Management first reported a position in IYE in Q2 2021 and has held it in 12 quarters since. The position peaked at $461K in Q4 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Clear Creek Financial Management held 3,623 shares of iShares US Energy ETF worth $205K as of Q2 2026.
Clear Creek Financial Management bought 3 iShares US Energy ETF shares in Q2 2026, an estimated $182.
iShares US Energy ETF made up 0.01% of Clear Creek Financial Management's portfolio in Q2 2026, its #608 holding.
Clear Creek Financial Management first reported a position in iShares US Energy ETF in Q2 2021 and has held it in 12 quarters since.
Clear Creek Financial Management's iShares US Energy ETF position peaked at $461K in Q4 2022.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.