FFA
IYE icon

Farther Finance Advisors’s iShares US Energy ETF IYE Stock Holding History

Farther Finance 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 		$779K Buy
13,763
+684
+5% +$41.5K 0.01% 1256
2026
Q1 		$817K Buy
13,079
+1,376
+12% +$78K 0.01% 1104
2025
Q4 		$556K Buy
11,703
+7,385
+171% +$349K 0.01% 1229
2025
Q3 		$205K Sell
4,318
-976
-18% -$45.4K ﹤0.01% 1602
2025
Q2 		$239K Buy
5,294
+2,773
+110% +$123K ﹤0.01% 1306
2025
Q1 		$125K Buy
2,521
+97
+4% +$4.62K ﹤0.01% 1429
2024
Q4 		$110K Buy
2,424
+710
+41% +$34K ﹤0.01% 1268
2024
Q3 		$79.4K Sell
1,714
-110
-6% -$5.18K ﹤0.01% 1418
2024
Q2 		$87.5K Buy
1,824
+141
+8% +$6.89K ﹤0.01% 1185
2024
Q1 		$83.7K Buy
1,683
+202
+14% +$9.09K 0.01% 999
2023
Q4 		$65.3K Buy
1,481
+843
+132% +$37.9K ﹤0.01% 942
2023
Q3 		$30.2K Sell
638
-475
-43% -$21.9K ﹤0.01% 965
2023
Q2 		$47.7K Sell
1,113
-820
-42% -$35.1K 0.01% 689
2023
Q1 		$84.6K Sell
1,933
-9,498
-83% -$430K 0.02% 450
2022
Q4 		$531K Buy
+11,431
New +$534K 0.21% 97

Other funds holding IYE

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AGAM
AK Global Asset Management Oakland, California $118M AUM
CV
Counterweight Ventures Wilmington, North Carolina $201M AUM 35.56% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Farther Finance Advisors's IYE Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares US Energy ETF (IYE) stake by 5.2% in Q2 2026, buying an estimated $41.5K and bringing the position to 13,763 shares worth $779K. The position accounts for 0.01% of the portfolio, ranked #1256.

Farther Finance Advisors first reported a position in IYE in Q4 2022 and has held it in 15 quarters since. The position peaked at $817K in Q1 2026. 87 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Farther Finance Advisors held 13,763 shares of iShares US Energy ETF worth $779K as of Q2 2026.
  • Farther Finance Advisors bought 684 iShares US Energy ETF shares in Q2 2026, an estimated $41.5K.
  • iShares US Energy ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1256 holding.
  • Farther Finance Advisors first reported a position in iShares US Energy ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares US Energy ETF position peaked at $817K in Q1 2026.
  • 87 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.