EverSource Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

EverSource Wealth Advisors’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	$3.4K	Sell	60 -36	-38%	-$2.18K	﹤0.01%	3474
2026 Q1	$6.23K	Buy	96 +27	+39%	+$1.53K	﹤0.01%	3162
2025 Q4	$3.29K	Buy	69 +9	+15%	+$426	﹤0.01%	3305
2025 Q3	$2.86K	Sell	60 -19	-24%	-$884	﹤0.01%	3396
2025 Q2	$3.59K	Sell	79 -29	-27%	-$1.28K	﹤0.01%	3292
2025 Q1	$5.35K	Sell	108 -37	-26%	-$1.76K	﹤0.01%	2459
2024 Q4	$6.61K	Sell	145 -71	-33%	-$3.4K	﹤0.01%	2215
2024 Q3	$10K	Sell	216 -455	-68%	-$21.4K	﹤0.01%	1862
2024 Q2	$32.9K	Buy	671 +446	+198%	+$21.8K	﹤0.01%	1283
2024 Q1	$11K	Sell	225 -689	-75%	-$31K	﹤0.01%	1641
2023 Q4	$40.3K	Buy	914 +596	+187%	+$26.8K	﹤0.01%	982
2023 Q3	$15.1K	Hold	318	–	–	﹤0.01%	1240
2023 Q2	$13.6K	Sell	318 -31	-9%	-$1.33K	﹤0.01%	1311
2023 Q1	$15.3K	Sell	349 -638	-65%	-$28.9K	﹤0.01%	1194
2022 Q4	$45.9K	Sell	987 -293	-23%	-$13.7K	0.01%	793
2022 Q3	$51K	Sell	1,280 -3,133	-71%	-$129K	0.01%	628
2022 Q2	$169K	Sell	4,413 -2,088	-32%	-$88.7K	0.04%	282
2022 Q1	$266K	Buy	6,501 +629	+11%	+$23.2K	0.07%	220
2021 Q4	$176K	Buy	+5,872	New	+$181K	0.05%	241

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

EverSource Wealth Advisors's IYE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares US Energy ETF (IYE) stake by 38% in Q2 2026, selling an estimated $2.18K and leaving 60 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3474.

EverSource Wealth Advisors first reported a position in IYE in Q4 2021 and has held it in 19 quarters since. The position peaked at $266K in Q1 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

EverSource Wealth Advisors held 60 shares of iShares US Energy ETF worth $3.4K as of Q2 2026.
EverSource Wealth Advisors sold 36 iShares US Energy ETF shares in Q2 2026, an estimated $2.18K.
iShares US Energy ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3474 holding.
EverSource Wealth Advisors first reported a position in iShares US Energy ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's iShares US Energy ETF position peaked at $266K in Q1 2022.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.