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Holistic Financial Partners’s iShares US Energy ETF IYE Stock Holding History

Holistic Financial Partners’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
-3,867
Closed -$250K – 136
2026
Q1 		$250K Buy
+3,867
New +$219K 0.09% 122

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

Holistic Financial Partners's IYE Position: Q2 2026 in Review

Holistic Financial Partners sold out of iShares US Energy ETF (IYE) in Q2 2026, closing a stake of 3,867 shares — an estimated $250K sold.

Holistic Financial Partners first reported a position in IYE in Q1 2026 and held it in 1 quarter. The position peaked at $250K in Q1 2026. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Holistic Financial Partners reported no remaining iShares US Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Holistic Financial Partners sold 3,867 iShares US Energy ETF shares in Q2 2026, an estimated $250K.
  • Holistic Financial Partners first reported a position in iShares US Energy ETF in Q1 2026 and held it in 1 quarter.
  • Holistic Financial Partners's iShares US Energy ETF position peaked at $250K in Q1 2026.
  • 329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.