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Hubbell Strickland Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Hubbell Strickland Wealth Management’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 		$225K Buy
3,977
+13
+0.3% +$788 0.08% 82
2026
Q1 		$257K Buy
+3,964
New +$225K 0.1% 72
2024
Q3 		– Sell
-4,222
Closed -$203K – 83
2024
Q2 		$203K Buy
4,222
+14
+0.3% +$684 0.1% 75
2024
Q1 		$208K Buy
+4,208
New +$189K 0.11% 74

Other funds holding IYE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
AFG
Artesa Financial Group Conroe, Texas $117M AUM

Hubbell Strickland Wealth Management's IYE Position: Q2 2026 in Review

Hubbell Strickland Wealth Management increased its iShares US Energy ETF (IYE) stake by 0.33% in Q2 2026, buying an estimated $788 and bringing the position to 3,977 shares worth $225K. The position accounts for 0.08% of the portfolio, ranked #82.

Hubbell Strickland Wealth Management first reported a position in IYE in Q1 2024 and has held it in 4 quarters since. The position peaked at $257K in Q1 2026. 132 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Hubbell Strickland Wealth Management held 3,977 shares of iShares US Energy ETF worth $225K as of Q2 2026.
  • Hubbell Strickland Wealth Management bought 13 iShares US Energy ETF shares in Q2 2026, an estimated $788.
  • iShares US Energy ETF made up 0.08% of Hubbell Strickland Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Hubbell Strickland Wealth Management first reported a position in iShares US Energy ETF in Q1 2024 and has held it in 4 quarters since.
  • Hubbell Strickland Wealth Management's iShares US Energy ETF position peaked at $257K in Q1 2026.
  • 132 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.