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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
Q3 		$13.5K Hold
209
– – ﹤0.01% 3173
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

BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

GAMMA Investing's IYE Position: Q3 2026 in Review

GAMMA Investing held its iShares US Energy ETF (IYE) position steady in Q3 2026 at 209 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3173.

GAMMA Investing first reported a position in IYE in Q2 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold IYE as of Q3 2026.

  • GAMMA Investing held 209 shares of iShares US Energy ETF worth $13.5K as of Q3 2026.
  • GAMMA Investing left its iShares US Energy ETF share count unchanged in Q3 2026.
  • iShares US Energy ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3173 holding.
  • GAMMA Investing first reported a position in iShares US Energy ETF in Q2 2025 and has held it in 6 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.