Daybright Advisory Services’s iShares US Energy ETF IYE Stock Holding History

Daybright Advisory 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	$350K	Buy	5,543 +1,069	+24%	+$64.8K	0.08%	109
2026 Q1	$290K	Buy	4,474 +16	+0.4%	+$907	0.08%	115
2025 Q4	$212K	Buy	+4,458	New	+$211K	0.06%	127

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

Daybright Advisory Services's IYE Position: Q2 2026 in Review

Daybright Advisory Services increased its iShares US Energy ETF (IYE) stake by 24% in Q2 2026, buying an estimated $64.8K and bringing the position to 5,543 shares worth $350K. The position accounts for 0.08% of the portfolio, ranked #109.

Daybright Advisory Services first reported a position in IYE in Q4 2025 and has held it in 3 quarters since. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Daybright Advisory Services held 5,543 shares of iShares US Energy ETF worth $350K as of Q2 2026.
Daybright Advisory Services bought 1,069 iShares US Energy ETF shares in Q2 2026, an estimated $64.8K.
iShares US Energy ETF made up 0.08% of Daybright Advisory Services's portfolio in Q2 2026, its #109 holding.
Daybright Advisory Services first reported a position in iShares US Energy ETF in Q4 2025 and has held it in 3 quarters since.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Daybright Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.