Financial Partners Group (Kansas)’s iShares US Energy ETF IYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $328K | Sell |
5,800
-4,776
| -45% | -$290K | 0.03% | 196 |
|
|
2026
Q1 | $685K | Buy |
10,576
+142
| +1% | +$8.05K | 0.08% | 119 |
|
|
2025
Q4 | $563K | Buy |
10,434
+193
| +2% | +$9.13K | 0.07% | 132 |
|
|
2025
Q3 | $487K | Buy |
10,241
+5
| +0% | +$233 | 0.06% | 133 |
|
|
2025
Q2 | $463K | Sell |
10,236
-828
| -7% | -$36.6K | 0.06% | 129 |
|
|
2025
Q1 | $545K | Sell |
11,064
-84
| -0.8% | -$4K | 0.08% | 105 |
|
|
2024
Q4 | $508K | Sell |
11,148
-1,563
| -12% | -$74.9K | 0.07% | 104 |
|
|
2024
Q3 | $589K | Sell |
12,711
-85
| -0.7% | -$4K | 0.09% | 94 |
|
|
2024
Q2 | $614K | Buy |
12,796
+51
| +0.4% | +$2.49K | 0.1% | 89 |
|
|
2024
Q1 | $630K | Sell |
12,745
-1,526
| -11% | -$68.6K | 0.1% | 88 |
|
|
2023
Q4 | $630K | Sell |
14,271
-1,015
| -7% | -$45.6K | 0.11% | 78 |
|
|
2023
Q3 | $663K | Sell |
15,286
-751
| -5% | -$34.6K | 0.14% | 72 |
|
|
2023
Q2 | $735K | Buy |
16,037
+509
| +3% | +$21.8K | 0.15% | 67 |
|
|
2023
Q1 | $679K | Sell |
15,528
-490
| -3% | -$22.2K | 0.15% | 71 |
|
|
2022
Q4 | $760K | Sell |
16,018
-1,790
| -10% | -$83.7K | 0.17% | 70 |
|
|
2022
Q3 | $700K | Sell |
17,808
-695
| -4% | -$28.5K | 0.18% | 63 |
|
|
2022
Q2 | $705K | Sell |
18,503
-2,106
| -10% | -$89.4K | 0.18% | 66 |
|
|
2022
Q1 | $843K | Buy |
20,609
+212
| +1% | +$7.81K | 0.18% | 67 |
|
|
2021
Q4 | $714K | Buy |
20,397
+407
| +2% | +$12.5K | 0.16% | 80 |
|
|
2021
Q3 | $565K | Sell |
19,990
-544
| -3% | -$14.6K | 0.13% | 85 |
|
|
2021
Q2 | $597K | Buy |
20,534
+3,279
| +19% | +$91.3K | 0.15% | 74 |
|
|
2021
Q1 | $453K | Buy |
17,255
+76
| +0.4% | +$1.87K | 0.13% | 85 |
|
|
2020
Q4 | $388K | Sell |
17,179
-1,858
| -10% | -$34.1K | 0.12% | 82 |
|
|
2020
Q3 | $304K | Buy |
19,037
+970
| +5% | +$18.3K | 0.1% | 87 |
|
|
2020
Q2 | $362K | Buy |
18,067
+2,829
| +19% | +$55.4K | 0.14% | 68 |
|
|
2020
Q1 | $222K | Buy |
15,238
+1,922
| +14% | +$48.4K | 0.14% | 63 |
|
|
2019
Q4 | $393K | Buy |
13,316
+765
| +6% | +$24.2K | 0.15% | 51 |
|
|
2019
Q3 | $399K | Buy |
12,551
+107
| +0.9% | +$3.48K | 0.18% | 50 |
|
|
2019
Q2 | $428K | Sell |
12,444
-200
| -2% | -$6.94K | 0.2% | 49 |
|
|
2019
Q1 | $456K | Sell |
12,644
-1,072
| -8% | -$37.5K | 0.25% | 53 |
|
|
2018
Q4 | $427K | Sell |
13,716
-11,817
| -46% | -$434K | 0.28% | 49 |
|
|
2018
Q3 | $1.07M | Sell |
25,533
-4,838
| -16% | -$200K | 0.7% | 28 |
|
|
2018
Q2 | $1.27M | Sell |
30,371
-938
| -3% | -$38.3K | 0.93% | 26 |
|
|
2018
Q1 | $1.16M | Sell |
31,309
-1,678
| -5% | -$65.1K | 0.91% | 29 |
|
|
2017
Q4 | $1.31M | Buy |
+32,987
| New | +$1.24M | 1.03% | 26 |
|
Other funds holding IYE
PCH
TSW
Financial Partners Group (Kansas)'s IYE Position: Q2 2026 in Review
Financial Partners Group (Kansas) reduced its iShares US Energy ETF (IYE) stake by 45% in Q2 2026, selling an estimated $290K and leaving 5,800 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #196.
Financial Partners Group (Kansas) first reported a position in IYE in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.31M in Q4 2017. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.
- Financial Partners Group (Kansas) held 5,800 shares of iShares US Energy ETF worth $328K as of Q2 2026.
- Financial Partners Group (Kansas) sold 4,776 iShares US Energy ETF shares in Q2 2026, an estimated $290K.
- iShares US Energy ETF made up 0.03% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #196 holding.
- Financial Partners Group (Kansas) first reported a position in iShares US Energy ETF in Q4 2017 and has held it in 35 quarters since.
- Financial Partners Group (Kansas)'s iShares US Energy ETF position peaked at $1.31M in Q4 2017.
- 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.
Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.