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Godfrey Financial Associates’s iShares US Energy ETF IYE Stock Holding History

Godfrey Financial Associates’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 		$11.1K Hold
196
– – 0.01% 430
2026
Q1 		$12.7K Buy
196
+156
+390% +$8.85K 0.01% 401
2025
Q4 		$1.9K Buy
+40
New +$1.89K ﹤0.01% 637

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

Godfrey Financial Associates's IYE Position: Q2 2026 in Review

Godfrey Financial Associates held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 196 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #430.

Godfrey Financial Associates first reported a position in IYE in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.7K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Godfrey Financial Associates held 196 shares of iShares US Energy ETF worth $11.1K as of Q2 2026.
  • Godfrey Financial Associates left its iShares US Energy ETF share count unchanged in Q2 2026.
  • iShares US Energy ETF made up 0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #430 holding.
  • Godfrey Financial Associates first reported a position in iShares US Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's iShares US Energy ETF position peaked at $12.7K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.