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Heartwood Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

Heartwood Wealth Advisors’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 		$1.63M Buy
28,722
+2,319
+9% +$141K 0.13% 81
2026
Q1 		$1.71M Buy
26,403
+7,609
+40% +$432K 0.15% 69
2025
Q4 		$893K Buy
18,794
+2,775
+17% +$131K 0.08% 92
2025
Q3 		$761K Buy
16,019
+547
+4% +$25.5K 0.07% 95
2025
Q2 		$700K Buy
15,472
+42
+0.3% +$1.86K 0.07% 96
2025
Q1 		$761K Sell
15,430
-11,295
-42% -$538K 0.09% 85
2024
Q4 		$1.22M Hold
26,725
– – 0.14% 56
2024
Q3 		$1.24M Buy
26,725
+2,209
+9% +$104K 0.14% 55
2024
Q2 		$1.18M Buy
24,516
+79
+0.3% +$3.86K 0.14% 53
2024
Q1 		$1.21M Buy
24,437
+2,498
+11% +$112K 0.15% 47
2023
Q4 		$968K Hold
21,939
– – 0.13% 49
2023
Q3 		$1.04M Buy
21,939
+477
+2% +$22K 0.15% 45
2023
Q2 		$919K Buy
21,462
+386
+2% +$16.5K 0.13% 50
2023
Q1 		$922K Buy
21,076
+1,165
+6% +$52.7K 0.14% 50
2022
Q4 		$926K Sell
19,911
-4,765
-19% -$223K 0.15% 50
2022
Q3 		$970K Buy
24,676
+1,558
+7% +$64K 0.17% 45
2022
Q2 		$881K Buy
23,118
+233
+1% +$9.89K 0.15% 49
2022
Q1 		$936K Sell
22,885
-7,176
-24% -$264K 0.14% 47
2021
Q4 		$905K Buy
30,061
+2,509
+9% +$77.2K 0.14% 45
2021
Q3 		$779K Sell
27,552
-943
-3% -$25.3K 0.12% 46
2021
Q2 		$829K Buy
28,495
+7,226
+34% +$201K 0.13% 45
2021
Q1 		$558K Buy
21,269
+4,708
+28% +$116K 0.09% 56
2020
Q4 		$335K Buy
16,561
+1,674
+11% +$30.7K 0.05% 67
2020
Q3 		$238K Buy
14,887
+2,128
+17% +$40.2K 0.05% 71
2020
Q2 		$255K Buy
+12,759
New +$250K 0.05% 66

Other funds holding IYE

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Heartwood Wealth Advisors's IYE Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its iShares US Energy ETF (IYE) stake by 8.8% in Q2 2026, buying an estimated $141K and bringing the position to 28,722 shares worth $1.63M. The position accounts for 0.13% of the portfolio, ranked #81.

Heartwood Wealth Advisors first reported a position in IYE in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.71M in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Heartwood Wealth Advisors held 28,722 shares of iShares US Energy ETF worth $1.63M as of Q2 2026.
  • Heartwood Wealth Advisors bought 2,319 iShares US Energy ETF shares in Q2 2026, an estimated $141K.
  • iShares US Energy ETF made up 0.13% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Heartwood Wealth Advisors first reported a position in iShares US Energy ETF in Q2 2020 and has held it in 25 quarters since.
  • Heartwood Wealth Advisors's iShares US Energy ETF position peaked at $1.71M in Q1 2026.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.