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

Founders Financial Securities’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 		$800K Buy
14,133
+4
+0% +$243 0.04% 330
2026
Q1 		$859K Buy
14,129
+4
+0% +$227 0.05% 309
2025
Q4 		$671K Buy
14,125
+330
+2% +$15.6K 0.04% 340
2025
Q3 		$656K Buy
13,795
+6
+0% +$279 0.04% 309
2025
Q2 		$624K Sell
13,789
-454
-3% -$20.1K 0.05% 305
2025
Q1 		$627K Sell
14,243
-1,010
-7% -$48.1K 0.05% 283
2024
Q4 		$695K Sell
15,253
-392
-3% -$18.8K 0.06% 226
2024
Q3 		$725K Buy
15,645
+9
+0.1% +$424 0.07% 216
2024
Q2 		$751K Sell
15,636
-128
-0.8% -$6.25K 0.07% 220
2024
Q1 		$779K Buy
15,764
+1,753
+13% +$78.8K 0.08% 196
2023
Q4 		$618K Buy
14,011
+162
+1% +$7.28K 0.07% 220
2023
Q3 		$657K Sell
13,849
-1,625
-11% -$75K 0.09% 179
2023
Q2 		$663K Sell
15,474
-587
-4% -$25.1K 0.09% 180
2023
Q1 		$703K Buy
16,061
+1,255
+8% +$56.8K 0.1% 167
2022
Q4 		$688K Sell
14,806
-5,108
-26% -$239K 0.11% 170
2022
Q3 		$783K Buy
+19,914
New +$818K 0.14% 139

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 Securities's IYE Position: Q2 2026 in Review

Founders Financial Securities increased its iShares US Energy ETF (IYE) stake by 0.03% in Q2 2026, buying an estimated $243 and bringing the position to 14,133 shares worth $800K. The position accounts for 0.04% of the portfolio, ranked #330.

Founders Financial Securities first reported a position in IYE in Q3 2022 and has held it in 16 quarters since. The position peaked at $859K in Q1 2026. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Founders Financial Securities held 14,133 shares of iShares US Energy ETF worth $800K as of Q2 2026.
  • Founders Financial Securities bought 4 iShares US Energy ETF shares in Q2 2026, an estimated $243.
  • iShares US Energy ETF made up 0.04% of Founders Financial Securities's portfolio in Q2 2026, its #330 holding.
  • Founders Financial Securities first reported a position in iShares US Energy ETF in Q3 2022 and has held it in 16 quarters since.
  • Founders Financial Securities's iShares US Energy ETF position peaked at $859K in Q1 2026.
  • 329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.