Financial Life Planners’s iShares US Energy ETF IYE Stock Holding History

Financial Life Planners’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	$174K	Sell	3,074 -636	-17%	-$38.6K	0.11%	67
2026 Q1	$240K	Buy	+3,710	New	+$210K	0.18%	46
2025 Q4	–	Sell	-3,682	Closed	-$175K	–	192
2025 Q3	$175K	Buy	+3,682	New	+$171K	0.12%	61
2025 Q2	–	Sell	-3,649	Closed	-$180K	–	72
2025 Q1	$180K	Sell	3,649 -204	-5%	-$9.72K	0.18%	50
2024 Q4	$176K	Buy	+3,853	New	+$185K	0.15%	54

Other funds holding IYE

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

TSW

Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Life Planners's IYE Position: Q2 2026 in Review

Financial Life Planners reduced its iShares US Energy ETF (IYE) stake by 17% in Q2 2026, selling an estimated $38.6K and leaving 3,074 shares worth $174K. The position accounts for 0.11% of the portfolio, ranked #67.

Financial Life Planners first reported a position in IYE in Q4 2024 and has held it in 5 quarters since. The position peaked at $240K in Q1 2026. 328 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Financial Life Planners held 3,074 shares of iShares US Energy ETF worth $174K as of Q2 2026.
Financial Life Planners sold 636 iShares US Energy ETF shares in Q2 2026, an estimated $38.6K.
iShares US Energy ETF made up 0.11% of Financial Life Planners's portfolio in Q2 2026, its #67 holding.
Financial Life Planners first reported a position in iShares US Energy ETF in Q4 2024 and has held it in 5 quarters since.
Financial Life Planners's iShares US Energy ETF position peaked at $240K in Q1 2026.
328 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.