GPS Wealth Strategies Group’s iShares US Energy ETF IYE Stock Holding History

GPS Wealth Strategies 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
2025 Q1	–	Sell	-85	Closed	-$3.87K	–	1547
2024 Q4	$3.87K	Sell	85 -154	-64%	-$7.38K	﹤0.01%	1134
2024 Q3	$11.1K	Buy	239 +154	+181%	+$7.25K	﹤0.01%	924
2024 Q2	$4.08K	Hold	85	–	–	﹤0.01%	1102
2024 Q1	$4.2K	Hold	85	–	–	﹤0.01%	1032
2023 Q4	$3.75K	Hold	85	–	–	﹤0.01%	1034
2023 Q3	$4.03K	Hold	85	–	–	﹤0.01%	1007
2023 Q2	$3.64K	Hold	85	–	–	﹤0.01%	1035
2023 Q1	$3.72K	Buy	+85	New	+$3.85K	﹤0.01%	1025
2022 Q4	–	Sell	-85	Closed	-$3K	–	623
2022 Q3	$3K	Hold	85	–	–	﹤0.01%	989
2022 Q2	$3K	Hold	85	–	–	﹤0.01%	979
2022 Q1	$3K	Buy	+85	New	+$3.13K	﹤0.01%	939

Other funds holding IYE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

GPS Wealth Strategies Group's IYE Position: Q1 2025 in Review

GPS Wealth Strategies Group sold out of iShares US Energy ETF (IYE) in Q1 2025, closing a stake of 85 shares — an estimated $3.87K sold.

GPS Wealth Strategies Group first reported a position in IYE in Q1 2022 and held it in 11 quarters. The position peaked at $11.1K in Q3 2024. 297 funds tracked by Wall St. Rank hold IYE as of Q1 2025.

GPS Wealth Strategies Group reported no remaining iShares US Energy ETF position as of Q1 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 85 iShares US Energy ETF shares in Q1 2025, an estimated $3.87K.
GPS Wealth Strategies Group first reported a position in iShares US Energy ETF in Q1 2022 and held it in 11 quarters.
GPS Wealth Strategies Group's iShares US Energy ETF position peaked at $11.1K in Q3 2024.
297 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q1 2025, filed 15 Apr 2025.