GWN Securities’s iShares US Energy ETF IYE Stock Holding History

GWN Securities’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 Q2	–	Sell	-6,158	Closed	-$280K	–	562
2025 Q1	$280K	Buy	+6,158	New	+$294K	0.02%	598

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

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

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

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

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

BRCM

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

GWN Securities's IYE Position: Q2 2025 in Review

GWN Securities sold out of iShares US Energy ETF (IYE) in Q2 2025, closing a stake of 6,158 shares — an estimated $280K sold.

GWN Securities first reported a position in IYE in Q1 2025 and held it in 1 quarter. The position peaked at $280K in Q1 2025. 274 funds tracked by Wall St. Rank hold IYE as of Q2 2025.

GWN Securities reported no remaining iShares US Energy ETF position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 6,158 iShares US Energy ETF shares in Q2 2025, an estimated $280K.
GWN Securities first reported a position in iShares US Energy ETF in Q1 2025 and held it in 1 quarter.
GWN Securities's iShares US Energy ETF position peaked at $280K in Q1 2025.
274 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.