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Gerald Baker Financial Group’s iShares US Energy ETF IYE Stock Holding History

Gerald Baker Financial Group’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 		$3.03M Sell
53,521
-917
-2% -$55.6K 0.86% 31
2026
Q1 		$3.53M Buy
+54,438
New +$3.09M 1.12% 25

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

Gerald Baker Financial Group's IYE Position: Q2 2026 in Review

Gerald Baker Financial Group reduced its iShares US Energy ETF (IYE) stake by 1.7% in Q2 2026, selling an estimated $55.6K and leaving 53,521 shares worth $3.03M. The position accounts for 0.86% of the portfolio, ranked #31.

Gerald Baker Financial Group first reported a position in IYE in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.53M in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Gerald Baker Financial Group held 53,521 shares of iShares US Energy ETF worth $3.03M as of Q2 2026.
  • Gerald Baker Financial Group sold 917 iShares US Energy ETF shares in Q2 2026, an estimated $55.6K.
  • iShares US Energy ETF made up 0.86% of Gerald Baker Financial Group's portfolio in Q2 2026, its #31 holding.
  • Gerald Baker Financial Group first reported a position in iShares US Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • Gerald Baker Financial Group's iShares US Energy ETF position peaked at $3.53M in Q1 2026.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.