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Cypress Wealth Services’s iShares US Energy ETF IYE Stock Holding History

Cypress Wealth 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
2025
Q2 		– Sell
-5,787
Closed -$285K – 325
2025
Q1 		$285K Sell
5,787
-3,646
-39% -$174K 0.06% 224
2024
Q4 		$430K Sell
9,433
-15
-0.2% -$719 0.09% 167
2024
Q3 		$438K Sell
9,448
-379
-4% -$17.9K 0.09% 164
2024
Q2 		$472K Sell
9,827
-1,392
-12% -$68K 0.11% 150
2024
Q1 		$554K Sell
11,219
-5,783
-34% -$260K 0.13% 130
2023
Q4 		$750K Buy
17,002
+7,626
+81% +$343K 0.19% 99
2023
Q3 		$445K Sell
9,376
-786
-8% -$36.3K 0.12% 148
2023
Q2 		$438K Sell
10,162
-3,436
-25% -$147K 0.12% 147
2023
Q1 		$595K Sell
13,598
-11,536
-46% -$522K 0.17% 102
2022
Q4 		$1.17M Sell
25,134
-702
-3% -$32.8K 0.38% 66
2022
Q3 		$1.14M Sell
25,836
-27,128
-51% -$1.11M 0.39% 63
2022
Q2 		$2.02M Sell
52,964
-16,354
-24% -$694K 0.64% 37
2022
Q1 		$2.84M Buy
69,318
+21,325
+44% +$786K 0.77% 32
2021
Q4 		$1.45M Buy
47,993
+10,069
+27% +$310K 0.4% 58
2021
Q3 		$1.07M Buy
37,924
+4,586
+14% +$123K 0.32% 66
2021
Q2 		$970K Buy
+33,338
New +$928K 0.27% 71

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

Cypress Wealth Services's IYE Position: Q2 2025 in Review

Cypress Wealth Services sold out of iShares US Energy ETF (IYE) in Q2 2025, closing a stake of 5,787 shares — an estimated $285K sold.

Cypress Wealth Services first reported a position in IYE in Q2 2021 and held it in 16 quarters. The position peaked at $2.84M in Q1 2022. 274 funds tracked by Wall St. Rank hold IYE as of Q2 2025.

  • Cypress Wealth Services reported no remaining iShares US Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Cypress Wealth Services sold 5,787 iShares US Energy ETF shares in Q2 2025, an estimated $285K.
  • Cypress Wealth Services first reported a position in iShares US Energy ETF in Q2 2021 and held it in 16 quarters.
  • Cypress Wealth Services's iShares US Energy ETF position peaked at $2.84M in Q1 2022.
  • 274 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2025.

Based on Cypress Wealth Services's 13F filing for Q2 2025, filed 28 Jul 2025.