GRP
IYE icon

Global Retirement Partners’s iShares US Energy ETF IYE Stock Holding History

Global Retirement Partners’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 		$131K Buy
+2,318
New +$141K ﹤0.01% 1869
2025
Q4 		$143K Sell
3,012
-682
-18% -$32.3K ﹤0.01% 1680
2025
Q3 		$176K Sell
3,694
-154
-4% -$7.17K ﹤0.01% 1242
2025
Q2 		$174K Buy
+3,848
New +$170K ﹤0.01% 1161
2024
Q4 		$100K Buy
2,195
+97
+5% +$4.65K ﹤0.01% 1268
2024
Q3 		$97.2K Sell
2,098
-1,864
-47% -$87.8K ﹤0.01% 1252
2024
Q2 		$190K Buy
3,962
+211
+6% +$10.3K 0.01% 906
2024
Q1 		$185K Sell
3,751
-58
-2% -$2.61K 0.01% 820
2023
Q4 		$161K Sell
3,809
-240
-6% -$10.8K 0.01% 839
2023
Q3 		$182K Buy
4,049
+113
+3% +$5.21K 0.01% 703
2023
Q2 		$169K Sell
3,936
-71
-2% -$3.04K 0.01% 758
2023
Q1 		$166K Sell
4,007
-630
-14% -$28.5K 0.01% 738
2022
Q4 		$216K Buy
4,637
+616
+15% +$28.8K 0.01% 573
2022
Q3 		$194K Sell
4,021
-4,257
-51% -$175K 0.01% 570
2022
Q2 		$316K Buy
8,278
+1,727
+26% +$73.3K 0.03% 448
2022
Q1 		$290K Buy
+6,551
New +$241K 0.02% 475
2021
Q4 		– Sell
-2,603
Closed -$74K – 1048
2021
Q3 		$74K Sell
2,603
-31
-1% -$833 0.01% 735
2021
Q2 		$77K Buy
2,634
+559
+27% +$15.6K 0.01% 710
2021
Q1 		$54K Buy
+2,075
New +$51K 0.01% 764

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

Global Retirement Partners's IYE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 2,318 shares worth $131K. The stake represents ﹤0.01% of the portfolio and ranks #1869 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IYE as recently as Q4 2025.

Global Retirement Partners first reported a position in IYE in Q1 2021 and has held it in 19 quarters since. The position peaked at $316K in Q2 2022. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Global Retirement Partners held 2,318 shares of iShares US Energy ETF worth $131K as of Q2 2026.
  • iShares US Energy ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares US Energy ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1869 holding.
  • Global Retirement Partners first reported a position in iShares US Energy ETF in Q1 2021 and has held it in 19 quarters since.
  • Global Retirement Partners's iShares US Energy ETF position peaked at $316K in Q2 2022.
  • 329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.