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

Congress 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
2025
Q2 		– Sell
-4,887
Closed -$241K – 1200
2025
Q1 		$241K Buy
+4,887
New +$233K ﹤0.01% 991

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

Congress Wealth Management's IYE Position: Q2 2025 in Review

Congress Wealth Management sold out of iShares US Energy ETF (IYE) in Q2 2025, closing a stake of 4,887 shares — an estimated $241K sold.

Congress Wealth Management first reported a position in IYE in Q1 2025 and held it in 1 quarter. The position peaked at $241K in Q1 2025. 274 funds tracked by Wall St. Rank hold IYE as of Q2 2025.

  • Congress Wealth Management reported no remaining iShares US Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 4,887 iShares US Energy ETF shares in Q2 2025, an estimated $241K.
  • Congress Wealth Management first reported a position in iShares US Energy ETF in Q1 2025 and held it in 1 quarter.
  • Congress Wealth Management's iShares US Energy ETF position peaked at $241K in Q1 2025.
  • 274 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.