Golden State Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Golden State Wealth Management’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	$85.5K	Sell	1,511 -487	-24%	-$29.5K	0.01%	609
2026 Q1	$129K	Buy	1,998 +238	+14%	+$13.5K	0.01%	459
2025 Q4	$83.7K	Buy	1,760 +4	+0.2%	+$189	0.01%	563
2025 Q3	$83.5K	Sell	1,756 -265	-13%	-$12.3K	0.01%	550
2025 Q2	$91.4K	Sell	2,021 -642	-24%	-$28.4K	0.01%	504
2025 Q1	$131K	Buy	2,663 +48	+2%	+$2.29K	0.02%	393
2024 Q4	$119K	Buy	+2,615	New	+$125K	0.02%	397
2022 Q1	$234K	Buy	+5,716	New	+$211K	0.05%	276
2019 Q4	–	Sell	-400	Closed	-$13K	–	512
2019 Q3	$13K	Hold	400	–	–	﹤0.01%	691
2019 Q2	$13K	Hold	400	–	–	﹤0.01%	697
2019 Q1	$14K	Buy	+400	New	+$14K	﹤0.01%	703

Other funds holding IYE

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Golden State Wealth Management's IYE Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares US Energy ETF (IYE) stake by 24% in Q2 2026, selling an estimated $29.5K and leaving 1,511 shares worth $85.5K. The position accounts for 0.01% of the portfolio, ranked #609.

Golden State Wealth Management first reported a position in IYE in Q1 2019 and has held it in 11 quarters since. The position peaked at $234K in Q1 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Golden State Wealth Management held 1,511 shares of iShares US Energy ETF worth $85.5K as of Q2 2026.
Golden State Wealth Management sold 487 iShares US Energy ETF shares in Q2 2026, an estimated $29.5K.
iShares US Energy ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #609 holding.
Golden State Wealth Management first reported a position in iShares US Energy ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's iShares US Energy ETF position peaked at $234K in Q1 2022.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.