GAMMA Investing’s iShares US Energy ETF IYE Stock Holding History

GAMMA Investing’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	$11.8K	Hold	209	–	–	﹤0.01%	3122
2026 Q1	$13.5K	Hold	209	–	–	﹤0.01%	2907
2025 Q4	$9.93K	Hold	209	–	–	﹤0.01%	2977
2025 Q3	$9.93K	Hold	209	–	–	﹤0.01%	2879
2025 Q2	$9.45K	Buy	+209	New	+$9.24K	﹤0.01%	2835

Other funds holding IYE

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return