Ethos Financial Group’s iShares US Energy ETF IYE Stock Holding History

Ethos Financial Group’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	$1.15M	Sell	20,359 -113	-0.6%	-$6.85K	0.08%	204
2026 Q1	$973K	Hold	20,472	–	–	0.07%	205
2025 Q4	$973K	Sell	20,472 -284	-1%	-$13.4K	0.07%	196
2025 Q3	$986K	Buy	20,756 +6	+0%	+$279	0.08%	179
2025 Q2	$938K	Sell	20,750 -2,892	-12%	-$128K	0.08%	176
2025 Q1	$1.17M	Buy	+23,642	New	+$1.13M	0.11%	145

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

Ethos Financial Group's IYE Position: Q2 2026 in Review

Ethos Financial Group reduced its iShares US Energy ETF (IYE) stake by 0.55% in Q2 2026, selling an estimated $6.85K and leaving 20,359 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #204.

Ethos Financial Group first reported a position in IYE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.17M in Q1 2025. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Ethos Financial Group held 20,359 shares of iShares US Energy ETF worth $1.15M as of Q2 2026.
Ethos Financial Group sold 113 iShares US Energy ETF shares in Q2 2026, an estimated $6.85K.
iShares US Energy ETF made up 0.08% of Ethos Financial Group's portfolio in Q2 2026, its #204 holding.
Ethos Financial Group first reported a position in iShares US Energy ETF in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's iShares US Energy ETF position peaked at $1.17M in Q1 2025.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.