FWP
IYE icon

FAS Wealth Partners’s iShares US Energy ETF IYE Stock Holding History

FAS Wealth Partners’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
Q1 		$272K Buy
4,204
+18
+0.4% +$1.02K 0.02% 302
2025
Q4 		$199K Buy
4,186
+26
+0.6% +$1.23K 0.01% 342
2025
Q3 		$198K Buy
4,160
+29
+0.7% +$1.35K 0.01% 316
2025
Q2 		$187K Buy
4,131
+23
+0.6% +$1.02K 0.01% 315
2025
Q1 		$203K Buy
4,108
+24
+0.6% +$1.14K 0.02% 293
2024
Q4 		$186K Buy
4,084
+24
+0.6% +$1.15K 0.02% 298
2024
Q3 		$188K Buy
4,060
+26
+0.6% +$1.23K 0.02% 302
2024
Q2 		$194K Buy
4,034
+23
+0.6% +$1.12K 0.02% 289
2024
Q1 		$198K Buy
4,011
+21
+0.5% +$945 0.02% 293
2023
Q4 		$176K Sell
3,990
-1,037
-21% -$46.6K 0.02% 289
2023
Q3 		$238K Sell
5,027
-610
-11% -$28.1K 0.03% 255
2023
Q2 		$241K Buy
5,637
+33
+0.6% +$1.41K 0.03% 234
2023
Q1 		$245K Buy
5,604
+48
+0.9% +$2.17K 0.03% 257
2022
Q4 		$258K Buy
5,556
+113
+2% +$5.28K 0.03% 255
2022
Q3 		$214K Hold
5,443
– – 0.02% 258
2022
Q2 		$207K Buy
5,443
+44
+0.8% +$1.87K 0.02% 263
2022
Q1 		$221K Buy
5,399
+42
+0.8% +$1.55K 0.02% 262
2021
Q4 		$161K Buy
5,357
+109
+2% +$3.35K 0.01% 297
2021
Q3 		$148K Hold
5,248
– – 0.01% 297
2021
Q2 		$153K Buy
5,248
+57
+1% +$1.59K 0.01% 282
2021
Q1 		$136K Hold
5,191
– – 0.01% 269
2020
Q4 		$105K Buy
5,191
+53
+1% +$973 0.01% 268
2020
Q3 		$82K Buy
5,138
+85
+2% +$1.6K 0.01% 262
2020
Q2 		$101K Buy
5,053
+53
+1% +$1.04K 0.01% 238
2020
Q1 		$77K Buy
+5,000
New +$126K 0.01% 233

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

FAS Wealth Partners's IYE Position: Q1 2026 in Review

FAS Wealth Partners increased its iShares US Energy ETF (IYE) stake by 0.43% in Q1 2026, buying an estimated $1.02K and bringing the position to 4,204 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #302.

FAS Wealth Partners first reported a position in IYE in Q1 2020 and has held it in 25 quarters since. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

  • FAS Wealth Partners held 4,204 shares of iShares US Energy ETF worth $272K as of Q1 2026.
  • FAS Wealth Partners bought 18 iShares US Energy ETF shares in Q1 2026, an estimated $1.02K.
  • iShares US Energy ETF made up 0.02% of FAS Wealth Partners's portfolio in Q1 2026, its #302 holding.
  • FAS Wealth Partners first reported a position in iShares US Energy ETF in Q1 2020 and has held it in 25 quarters since.
  • 332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.