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

Financial Management Professionals’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	$28.6K	Hold	505	–	–	﹤0.01%	374
2026 Q1	$32.7K	Hold	505	–	–	﹤0.01%	311
2025 Q4	$24K	Hold	505	–	–	﹤0.01%	368
2025 Q3	$24K	Sell	505 -319	-39%	-$14.8K	﹤0.01%	366
2025 Q2	$37.3K	Hold	824	–	–	﹤0.01%	292
2025 Q1	$40.6K	Hold	824	–	–	0.01%	289
2024 Q4	$37.5K	Hold	824	–	–	﹤0.01%	311
2024 Q3	$38K	Buy	824 +639	+345%	+$30.1K	﹤0.01%	302
2024 Q2	$9K	Hold	185	–	–	﹤0.01%	498
2024 Q1	$9K	Hold	185	–	–	﹤0.01%	556
2023 Q4	$8K	Hold	185	–	–	﹤0.01%	580
2023 Q3	$9K	Hold	185	–	–	﹤0.01%	502
2023 Q2	$8K	Sell	185 -21,374	-99%	-$916K	﹤0.01%	580
2023 Q1	$943K	Buy	21,559 +21,374	+11,554%	+$967K	0.18%	43
2022 Q4	$9K	Hold	185	–	–	﹤0.01%	525
2022 Q3	$7K	Hold	185	–	–	﹤0.01%	546
2022 Q2	$7K	Hold	185	–	–	﹤0.01%	563
2022 Q1	$8K	Hold	185	–	–	﹤0.01%	566
2021 Q4	$6K	Hold	185	–	–	﹤0.01%	561
2021 Q3	$5K	Hold	185	–	–	﹤0.01%	589
2021 Q2	$5K	Hold	185	–	–	﹤0.01%	519
2021 Q1	$5K	Hold	185	–	–	﹤0.01%	477
2020 Q4	$4K	Hold	185	–	–	﹤0.01%	475
2020 Q3	$3K	Hold	185	–	–	﹤0.01%	463
2020 Q2	$4K	Hold	185	–	–	﹤0.01%	419
2020 Q1	$3K	Buy	+185	New	+$4.66K	﹤0.01%	231

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 Management Professionals's IYE Position: Q2 2026 in Review

Financial Management Professionals held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 505 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Financial Management Professionals first reported a position in IYE in Q1 2020 and has held it in 26 quarters since. The position peaked at $943K in Q1 2023. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Financial Management Professionals held 505 shares of iShares US Energy ETF worth $28.6K as of Q2 2026.
Financial Management Professionals left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #374 holding.
Financial Management Professionals first reported a position in iShares US Energy ETF in Q1 2020 and has held it in 26 quarters since.
Financial Management Professionals's iShares US Energy ETF position peaked at $943K in Q1 2023.
327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.