IAG Wealth Partners’s iShares US Energy ETF IYE Stock Holding History

IAG Wealth 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
2025 Q2	–	Sell	-135	Closed	-$6.66K	–	514
2025 Q1	$6.66K	Hold	135	–	–	﹤0.01%	381
2024 Q4	$6.15K	Sell	135 -45	-25%	-$2.16K	﹤0.01%	406
2024 Q3	$8.34K	Hold	180	–	–	﹤0.01%	366
2024 Q2	$8.64K	Hold	180	–	–	﹤0.01%	344
2024 Q1	$8.89K	Hold	180	–	–	﹤0.01%	329
2023 Q4	$7.94K	Hold	180	–	–	﹤0.01%	332
2023 Q3	$8.54K	Hold	180	–	–	﹤0.01%	315
2023 Q2	$7.71K	Hold	180	–	–	﹤0.01%	341
2023 Q1	$7.88K	Hold	180	–	–	﹤0.01%	340
2022 Q4	$8.37K	Hold	180	–	–	﹤0.01%	307
2022 Q3	$7K	Hold	180	–	–	﹤0.01%	308
2022 Q2	$7K	Sell	180 -555	-76%	-$23.6K	﹤0.01%	310
2022 Q1	$30K	Hold	735	–	–	0.01%	181
2021 Q4	$22K	Buy	735 +371	+102%	+$11.4K	0.01%	214
2021 Q3	$11K	Hold	364	–	–	﹤0.01%	261
2021 Q2	$11K	Hold	364	–	–	﹤0.01%	252
2021 Q1	$10K	Hold	364	–	–	﹤0.01%	264
2020 Q4	$8K	Hold	364	–	–	﹤0.01%	264
2020 Q3	$6K	Hold	364	–	–	﹤0.01%	272
2020 Q2	$8K	Hold	364	–	–	﹤0.01%	249
2020 Q1	$6K	Sell	364 -338	-48%	-$8.52K	﹤0.01%	259
2019 Q4	$23K	Buy	+702	New	+$22.2K	0.02%	164

Other funds holding IYE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BRCM

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

IAG Wealth Partners's IYE Position: Q2 2025 in Review

IAG Wealth Partners sold out of iShares US Energy ETF (IYE) in Q2 2025, closing a stake of 135 shares — an estimated $6.66K sold.

IAG Wealth Partners first reported a position in IYE in Q4 2019 and held it in 22 quarters. The position peaked at $30K in Q1 2022. 274 funds tracked by Wall St. Rank hold IYE as of Q2 2025.

IAG Wealth Partners reported no remaining iShares US Energy ETF position as of Q2 2025 after selling out during the quarter.
IAG Wealth Partners sold 135 iShares US Energy ETF shares in Q2 2025, an estimated $6.66K.
IAG Wealth Partners first reported a position in iShares US Energy ETF in Q4 2019 and held it in 22 quarters.
IAG Wealth Partners's iShares US Energy ETF position peaked at $30K in Q1 2022.
274 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2025.

Based on IAG Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.