HWA
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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
Q3 		$1.83M Sell
28,267
-455
-2% -$29.2K 0.14% 73
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

BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Heartwood Wealth Advisors's IYE Position: Q3 2026 in Review

Heartwood Wealth Advisors reduced its iShares US Energy ETF (IYE) stake by 1.6% in Q3 2026, selling an estimated $29.2K and leaving 28,267 shares worth $1.83M. The position accounts for 0.14% of the portfolio, ranked #73.

Heartwood Wealth Advisors first reported a position in IYE in Q2 2020 and has held it in 26 quarters since. 17 funds tracked by Wall St. Rank hold IYE as of Q3 2026.

  • Heartwood Wealth Advisors held 28,267 shares of iShares US Energy ETF worth $1.83M as of Q3 2026.
  • Heartwood Wealth Advisors sold 455 iShares US Energy ETF shares in Q3 2026, an estimated $29.2K.
  • iShares US Energy ETF made up 0.14% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #73 holding.
  • Heartwood Wealth Advisors first reported a position in iShares US Energy ETF in Q2 2020 and has held it in 26 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.