Founders Capital Management (Texas)’s iShares US Energy ETF IYE Stock Holding History

Founders Capital Management (Texas)’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	$8.13K	Buy	144 +1	+0.7%	+$61	﹤0.01%	347
2026 Q1	$9.26K	Buy	143 +1	+0.7%	+$57	﹤0.01%	319
2025 Q4	$6.76K	Buy	142 +1	+0.7%	+$47	﹤0.01%	338
2025 Q3	$6.71K	Buy	141 +1	+0.7%	+$47	﹤0.01%	317
2025 Q2	$6.33K	Buy	140 +131	+1,456%	+$5.79K	﹤0.01%	302
2025 Q1	$467	Hold	9	–	–	﹤0.01%	356
2024 Q4	$429	Hold	9	–	–	﹤0.01%	354
2024 Q3	$433	Hold	9	–	–	﹤0.01%	356
2024 Q2	$445	Hold	9	–	–	﹤0.01%	358
2024 Q1	$455	Hold	9	–	–	﹤0.01%	345
2023 Q4	$404	Hold	9	–	–	﹤0.01%	369
2023 Q3	$428	Hold	9	–	–	﹤0.01%	389
2023 Q2	$386	Hold	9	–	–	﹤0.01%	383
2023 Q1	$0	Hold	9	–	–	﹤0.01%	398
2022 Q4	$0	Hold	9	–	–	﹤0.01%	387
2022 Q3	$0	Hold	9	–	–	﹤0.01%	402
2022 Q2	$0	Hold	9	–	–	﹤0.01%	401
2022 Q1	$0	Hold	9	–	–	﹤0.01%	314
2021 Q4	$0	Buy	9 +1	+13%	+$31	﹤0.01%	319
2021 Q3	$0	Hold	8	–	–	﹤0.01%	323
2021 Q2	$0	Buy	+8	New	+$223	﹤0.01%	310
2021 Q1	–	Sell	-8	Closed	–	–	291
2020 Q4	$0	Buy	+8	New	+$147	﹤0.01%	296
2019 Q1	–	Sell	-109	Closed	-$3K	–	333
2018 Q4	$3K	Buy	109 +2	+2%	+$74	﹤0.01%	313
2018 Q3	$5K	Hold	107	–	–	﹤0.01%	282
2018 Q2	$4K	Hold	107	–	–	﹤0.01%	293
2018 Q1	$4K	Hold	107	–	–	﹤0.01%	334
2017 Q4	$4K	Hold	107	–	–	﹤0.01%	331
2017 Q3	$4K	Buy	+107	New	+$3.81K	﹤0.01%	333

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

Founders Capital Management (Texas)'s IYE Position: Q2 2026 in Review

Founders Capital Management (Texas) increased its iShares US Energy ETF (IYE) stake by 0.7% in Q2 2026, buying an estimated $61 and bringing the position to 144 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Founders Capital Management (Texas) first reported a position in IYE in Q3 2017 and has held it in 28 quarters since. The position peaked at $9.26K in Q1 2026. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Founders Capital Management (Texas) held 144 shares of iShares US Energy ETF worth $8.13K as of Q2 2026.
Founders Capital Management (Texas) bought 1 iShares US Energy ETF share in Q2 2026, an estimated $61.
iShares US Energy ETF made up ﹤0.01% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #347 holding.
Founders Capital Management (Texas) first reported a position in iShares US Energy ETF in Q3 2017 and has held it in 28 quarters since.
Founders Capital Management (Texas)'s iShares US Energy ETF position peaked at $9.26K in Q1 2026.
327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.