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

Financial Gravity Companies’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
2025
Q2 		$4.39K Buy
+97
New +$4.29K ﹤0.01% 687
2024
Q4 		$4.42K Sell
97
-33
-25% -$1.58K ﹤0.01% 688
2024
Q3 		$6.02K Buy
+130
New +$6.12K ﹤0.01% 420

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Financial Gravity Companies's IYE Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares US Energy ETF (IYE) in Q2 2025: 97 shares worth $4.39K. The stake represents ﹤0.01% of the portfolio and ranks #687 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IYE as recently as Q4 2024.

Financial Gravity Companies first reported a position in IYE in Q3 2024 and has held it in 3 quarters since. The position peaked at $6.02K in Q3 2024. 274 funds tracked by Wall St. Rank hold IYE as of Q2 2025.

  • Financial Gravity Companies held 97 shares of iShares US Energy ETF worth $4.39K as of Q2 2025.
  • iShares US Energy ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares US Energy ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #687 holding.
  • Financial Gravity Companies first reported a position in iShares US Energy ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's iShares US Energy ETF position peaked at $6.02K in Q3 2024.
  • 274 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.