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
Q3 		$568K Sell
8,761
-5,002
-36% -$321K ﹤0.01% 1494
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

BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Farther Finance Advisors's IYE Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares US Energy ETF (IYE) stake by 36% in Q3 2026, selling an estimated $321K and leaving 8,761 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Farther Finance Advisors first reported a position in IYE in Q4 2022 and has held it in 16 quarters since. The position peaked at $817K in Q1 2026. 17 funds tracked by Wall St. Rank hold IYE as of Q3 2026.

  • Farther Finance Advisors held 8,761 shares of iShares US Energy ETF worth $568K as of Q3 2026.
  • Farther Finance Advisors sold 5,002 iShares US Energy ETF shares in Q3 2026, an estimated $321K.
  • iShares US Energy ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1494 holding.
  • Farther Finance Advisors first reported a position in iShares US Energy ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares US Energy ETF position peaked at $817K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.