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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
Q2 		$239K Buy
4,224
+20
+0.5% +$1.21K 0.01% 330
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 $1.89T 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FAS Wealth Partners's IYE Position: Q2 2026 in Review

FAS Wealth Partners increased its iShares US Energy ETF (IYE) stake by 0.48% in Q2 2026, buying an estimated $1.21K and bringing the position to 4,224 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #330.

FAS Wealth Partners first reported a position in IYE in Q1 2020 and has held it in 26 quarters since. The position peaked at $272K in Q1 2026. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • FAS Wealth Partners held 4,224 shares of iShares US Energy ETF worth $239K as of Q2 2026.
  • FAS Wealth Partners bought 20 iShares US Energy ETF shares in Q2 2026, an estimated $1.21K.
  • iShares US Energy ETF made up 0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #330 holding.
  • FAS Wealth Partners first reported a position in iShares US Energy ETF in Q1 2020 and has held it in 26 quarters since.
  • FAS Wealth Partners's iShares US Energy ETF position peaked at $272K in Q1 2026.
  • 329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.