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

Greykasell Wealth Strategies’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
Q1 		$44.8K Hold
692
– – 0.02% 255
2025
Q4 		$32.9K Buy
+692
New +$32.7K 0.01% 270

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Greykasell Wealth Strategies's IYE Position: Q1 2026 in Review

Greykasell Wealth Strategies held its iShares US Energy ETF (IYE) position steady in Q1 2026 at 692 shares worth $44.8K. The position accounts for 0.02% of the portfolio, ranked #255.

Greykasell Wealth Strategies first reported a position in IYE in Q4 2025 and has held it in 2 quarters since. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

  • Greykasell Wealth Strategies held 692 shares of iShares US Energy ETF worth $44.8K as of Q1 2026.
  • Greykasell Wealth Strategies left its iShares US Energy ETF share count unchanged in Q1 2026.
  • iShares US Energy ETF made up 0.02% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #255 holding.
  • Greykasell Wealth Strategies first reported a position in iShares US Energy ETF in Q4 2025 and has held it in 2 quarters since.
  • 332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.