Guardian Wealth Advisors (North Carolina)’s iShares US Energy ETF IYE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-1,270	Closed	-$82.3K	–	493
2026 Q1	$82.3K	Buy	+1,270	New	+$72K	0.01%	408
2023 Q3	–	Sell	-13	Closed	-$557	–	437
2023 Q2	$557	Hold	13	–	–	﹤0.01%	403
2023 Q1	$569	Hold	13	–	–	﹤0.01%	399
2022 Q4	$604	Buy	+13	New	+$608	﹤0.01%	363

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

Guardian Wealth Advisors (North Carolina)'s IYE Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares US Energy ETF (IYE) in Q2 2026, closing a stake of 1,270 shares — an estimated $82.3K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IYE in Q4 2022 and held it in 4 quarters. The position peaked at $82.3K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares US Energy ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,270 iShares US Energy ETF shares in Q2 2026, an estimated $82.3K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares US Energy ETF in Q4 2022 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares US Energy ETF position peaked at $82.3K in Q1 2026.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.