Financial Gravity Asset Management’s iShares US Energy ETF IYE Stock Holding History

Financial Gravity Asset Management’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	$6.28K	Hold	97	–	–	﹤0.01%	634
2025 Q4	$4.61K	Hold	97	–	–	﹤0.01%	564
2025 Q3	$4.61K	Buy	+97	New	+$4.52K	﹤0.01%	691
2025 Q1	$4.78K	Buy	+97	New	+$4.62K	﹤0.01%	725
2024 Q2	$16.1K	Sell	335 -523	-61%	-$25.5K	﹤0.01%	417
2024 Q1	$37.9K	Hold	858	–	–	0.01%	290
2023 Q4	$37.9K	Buy	+858	New	+$38.6K	0.01%	293

Other funds holding IYE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Financial Gravity Asset Management's IYE Position: Q1 2026 in Review

Financial Gravity Asset Management held its iShares US Energy ETF (IYE) position steady in Q1 2026 at 97 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Financial Gravity Asset Management first reported a position in IYE in Q4 2023 and has held it in 7 quarters since. The position peaked at $37.9K in Q1 2024. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

Financial Gravity Asset Management held 97 shares of iShares US Energy ETF worth $6.28K as of Q1 2026.
Financial Gravity Asset Management left its iShares US Energy ETF share count unchanged in Q1 2026.
iShares US Energy ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #634 holding.
Financial Gravity Asset Management first reported a position in iShares US Energy ETF in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's iShares US Energy ETF position peaked at $37.9K in Q1 2024.
332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.