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Founders Financial Alliance’s iShares US Energy ETF IYE Stock Holding History

Founders Financial Alliance’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 		$28.3K Hold
500
– – ﹤0.01% 609
2026
Q1 		$32.4K Hold
500
– – 0.01% 547
2025
Q4 		$23.8K Hold
500
– – ﹤0.01% 467
2025
Q3 		$23.8K Hold
500
– – ﹤0.01% 554
2025
Q2 		$22.6K Hold
500
– – 0.01% 430
2025
Q1 		$24.6K Hold
500
– – 0.01% 485
2024
Q4 		$22.8K Hold
500
– – 0.01% 432
2024
Q3 		$23.2K Sell
500
-243
-33% -$11.4K 0.01% 444
2024
Q2 		$35.7K Hold
743
– – 0.01% 400
2024
Q1 		$36.7K Hold
743
– – 0.01% 404
2023
Q4 		$32.8K Hold
743
– – 0.01% 367
2023
Q3 		$35.2K Hold
743
– – 0.02% 342
2023
Q2 		$31.8K Hold
743
– – 0.01% 377
2023
Q1 		$32.5K Hold
743
– – 0.02% 335
2022
Q4 		$34.5K Sell
743
-313
-30% -$14.6K 0.02% 356
2022
Q3 		$42K Sell
1,056
-3,536
-77% -$145K 0.02% 335
2022
Q2 		$175K Buy
4,592
+3,116
+211% +$132K 0.09% 217
2022
Q1 		$60K Buy
1,476
+33
+2% +$1.22K 0.03% 307
2021
Q4 		$43K Buy
1,443
+200
+16% +$6.16K 0.02% 363
2021
Q3 		$35K Buy
1,243
+493
+66% +$13.2K 0.02% 351
2021
Q2 		$22K Buy
750
+450
+150% +$12.5K 0.01% 387
2021
Q1 		$9K Hold
300
– – ﹤0.01% 410
2020
Q4 		$6K Hold
300
– – ﹤0.01% 385
2020
Q3 		$5K Buy
+300
New +$5.67K ﹤0.01% 979

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

Founders Financial Alliance's IYE Position: Q2 2026 in Review

Founders Financial Alliance held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 500 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Founders Financial Alliance first reported a position in IYE in Q3 2020 and has held it in 24 quarters since. The position peaked at $175K in Q2 2022. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Founders Financial Alliance held 500 shares of iShares US Energy ETF worth $28.3K as of Q2 2026.
  • Founders Financial Alliance left its iShares US Energy ETF share count unchanged in Q2 2026.
  • iShares US Energy ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #609 holding.
  • Founders Financial Alliance first reported a position in iShares US Energy ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares US Energy ETF position peaked at $175K in Q2 2022.
  • 327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.