Foundations Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

Foundations Investment Advisors’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	$630K	Buy	+11,124	New	+$674K	0.01%	706
2023 Q2	–	Sell	-5,383	Closed	-$235K	–	600
2023 Q1	$235K	Sell	5,383 -238,014	-98%	-$10.8M	0.01%	445
2022 Q4	$11.3M	Buy	243,397 +2,030	+0.8%	+$94.9K	0.45%	35
2022 Q3	$9.49M	Sell	241,367 -48,602	-17%	-$2M	0.41%	36
2022 Q2	$10.6M	Buy	289,969 +89,118	+44%	+$3.78M	0.44%	29
2022 Q1	$8.53M	Buy	200,851 +56,967	+40%	+$2.1M	0.33%	30
2021 Q4	$4.88M	Buy	143,884 +15,367	+12%	+$473K	0.18%	46
2021 Q3	$3.82M	Buy	128,517 +16,218	+14%	+$436K	0.17%	50
2021 Q2	$3.21M	Buy	112,299 +60,776	+118%	+$1.69M	0.15%	60
2021 Q1	$1.36M	Buy	+51,523	New	+$1.27M	0.08%	76

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

Foundations Investment Advisors's IYE Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 11,124 shares worth $630K. The stake represents 0.01% of the portfolio and ranks #706 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in IYE as recently as Q1 2023.

Foundations Investment Advisors first reported a position in IYE in Q1 2021 and has held it in 10 quarters since. The position peaked at $11.3M in Q4 2022. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Foundations Investment Advisors held 11,124 shares of iShares US Energy ETF worth $630K as of Q2 2026.
iShares US Energy ETF was a new Foundations Investment Advisors position in Q2 2026.
iShares US Energy ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #706 holding.
Foundations Investment Advisors first reported a position in iShares US Energy ETF in Q1 2021 and has held it in 10 quarters since.
Foundations Investment Advisors's iShares US Energy ETF position peaked at $11.3M in Q4 2022.
327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.