Focus Partners Wealth
IYE icon

Focus Partners Wealth’s iShares US Energy ETF IYE Stock Holding History

Focus Partners Wealth’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 		$254K Sell
4,480
-353
-7% -$21.4K ﹤0.01% 2356
2026
Q1 		$313K Buy
+4,833
New +$274K ﹤0.01% 2172

Other funds holding IYE

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth's IYE Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares US Energy ETF (IYE) stake by 7.3% in Q2 2026, selling an estimated $21.4K and leaving 4,480 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

Focus Partners Wealth first reported a position in IYE in Q1 2026 and has held it in 2 quarters since. The position peaked at $313K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Focus Partners Wealth held 4,480 shares of iShares US Energy ETF worth $254K as of Q2 2026.
  • Focus Partners Wealth sold 353 iShares US Energy ETF shares in Q2 2026, an estimated $21.4K.
  • iShares US Energy ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2356 holding.
  • Focus Partners Wealth first reported a position in iShares US Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • Focus Partners Wealth's iShares US Energy ETF position peaked at $313K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.