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Foundation Wealth Management (Missouri)’s iShares US Energy ETF IYE Stock Holding History

Foundation Wealth Management (Missouri)’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 		$1.45M Sell
25,534
-1,982
-7% -$120K 0.85% 19
2026
Q1 		$1.78M Sell
27,516
-329
-1% -$18.7K 1.2% 17
2025
Q4 		$1.32M Sell
27,845
-1,226
-4% -$58K 0.87% 20
2025
Q3 		$1.38M Sell
29,071
-362
-1% -$16.9K 0.88% 21
2025
Q2 		$1.33M Buy
29,433
+4,779
+19% +$211K 0.93% 20
2025
Q1 		$1.22M Buy
24,654
+241
+1% +$11.5K 0.95% 20
2024
Q4 		$1.11M Sell
24,413
-576
-2% -$27.6K 0.86% 21
2024
Q3 		$1.16M Sell
24,989
-439
-2% -$20.7K 0.88% 21
2024
Q2 		$1.22M Sell
25,428
-32
-0.1% -$1.56K 0.96% 21
2024
Q1 		$1.26M Sell
25,460
-641
-2% -$28.8K 1.03% 21
2023
Q4 		$1.15M Buy
26,101
+1,141
+5% +$51.3K 1.03% 21
2023
Q3 		$1.18M Sell
24,960
-1,795
-7% -$82.8K 1.18% 20
2023
Q2 		$1.15M Buy
26,755
+526
+2% +$22.5K 1.12% 21
2023
Q1 		$1.15M Sell
26,229
-8,112
-24% -$367K 1.18% 21
2022
Q4 		$1.6M Buy
+34,341
New +$1.61M 1.62% 17

Other funds holding IYE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AGAM
AK Global Asset Management Oakland, California $118M AUM
AFG
Artesa Financial Group Conroe, Texas $117M AUM

Foundation Wealth Management (Missouri)'s IYE Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) reduced its iShares US Energy ETF (IYE) stake by 7.2% in Q2 2026, selling an estimated $120K and leaving 25,534 shares worth $1.45M. The position accounts for 0.85% of the portfolio, ranked #19.

Foundation Wealth Management (Missouri) first reported a position in IYE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.78M in Q1 2026. 139 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 25,534 shares of iShares US Energy ETF worth $1.45M as of Q2 2026.
  • Foundation Wealth Management (Missouri) sold 1,982 iShares US Energy ETF shares in Q2 2026, an estimated $120K.
  • iShares US Energy ETF made up 0.85% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #19 holding.
  • Foundation Wealth Management (Missouri) first reported a position in iShares US Energy ETF in Q4 2022 and has held it in 15 quarters since.
  • Foundation Wealth Management (Missouri)'s iShares US Energy ETF position peaked at $1.78M in Q1 2026.
  • 139 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.