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

HHM 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	$48K	Hold	849	–	–	﹤0.01%	393
2026 Q1	$55K	Hold	849	–	–	0.01%	357
2025 Q4	$40.4K	Hold	849	–	–	﹤0.01%	392
2025 Q3	$40.3K	Hold	849	–	–	﹤0.01%	403
2025 Q2	$38.4K	Hold	849	–	–	﹤0.01%	416
2025 Q1	$41.9K	Hold	849	–	–	0.01%	390
2024 Q4	$38.7K	Hold	849	–	–	0.01%	397
2024 Q3	$39.3K	Hold	849	–	–	0.01%	371
2024 Q2	$40.8K	Buy	+849	New	+$41.5K	0.01%	366

Other funds holding IYE

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BRCM

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

AGAM

AK Global Asset Management Oakland, California $118M AUM

Counterweight Ventures Wilmington, North Carolina $201M AUM 35.56% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

HHM Wealth Advisors held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 849 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

HHM Wealth Advisors first reported a position in IYE in Q2 2024 and has held it in 9 quarters since. The position peaked at $55K in Q1 2026. 98 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

HHM Wealth Advisors held 849 shares of iShares US Energy ETF worth $48K as of Q2 2026.
HHM Wealth Advisors left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #393 holding.
HHM Wealth Advisors first reported a position in iShares US Energy ETF in Q2 2024 and has held it in 9 quarters since.
HHM Wealth Advisors's iShares US Energy ETF position peaked at $55K in Q1 2026.
98 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

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