IFG Advisory’s iShares US Energy ETF IYE Stock Holding History

IFG Advisory’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	$29.8K	Buy	+527	New	+$32K	﹤0.01%	1505
2023 Q1	–	Sell	-7,504	Closed	-$348K	–	519
2022 Q4	$348K	Buy	7,504 +268	+4%	+$12.5K	0.03%	374
2022 Q3	$284K	Buy	7,236 +380	+6%	+$15.6K	0.03%	421
2022 Q2	$261K	Sell	6,856 -4,500	-40%	-$191K	0.03%	397
2022 Q1	$464K	Buy	11,356 +473	+4%	+$17.4K	0.05%	316
2021 Q4	$327K	Sell	10,883 -1,865	-15%	-$57.4K	0.03%	391
2021 Q3	$360K	Buy	12,748 +835	+7%	+$22.4K	0.04%	359
2021 Q2	$346K	Buy	+11,913	New	+$332K	0.04%	364

Other funds holding IYE

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IFG Advisory's IYE Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 527 shares worth $29.8K. The stake represents ﹤0.01% of the portfolio and ranks #1505 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IYE as recently as Q4 2022.

IFG Advisory first reported a position in IYE in Q2 2021 and has held it in 8 quarters since. The position peaked at $464K in Q1 2022. 328 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

IFG Advisory held 527 shares of iShares US Energy ETF worth $29.8K as of Q2 2026.
iShares US Energy ETF was a new IFG Advisory position in Q2 2026.
iShares US Energy ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1505 holding.
IFG Advisory first reported a position in iShares US Energy ETF in Q2 2021 and has held it in 8 quarters since.
IFG Advisory's iShares US Energy ETF position peaked at $464K in Q1 2022.
328 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.