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 Q3	$31.1K	Sell	480 -47	-9%	-$3.02K	﹤0.01%	1474
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 $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Three Seasons Wealth Salt Lake City, Utah $1.12B AUM 34.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

BPI

BFC Planning, Inc. Cedar Rapids, Iowa $2.55B AUM 30.11% 1-Year Est. Return

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

IFG Advisory's IYE Position: Q3 2026 in Review

IFG Advisory reduced its iShares US Energy ETF (IYE) stake by 8.9% in Q3 2026, selling an estimated $3.02K and leaving 480 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

IFG Advisory first reported a position in IYE in Q2 2021 and has held it in 9 quarters since. The position peaked at $464K in Q1 2022. 287 funds tracked by Wall St. Rank hold IYE as of Q3 2026.

IFG Advisory held 480 shares of iShares US Energy ETF worth $31.1K as of Q3 2026.
IFG Advisory sold 47 iShares US Energy ETF shares in Q3 2026, an estimated $3.02K.
iShares US Energy ETF made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1474 holding.
IFG Advisory first reported a position in iShares US Energy ETF in Q2 2021 and has held it in 9 quarters since.
IFG Advisory's iShares US Energy ETF position peaked at $464K in Q1 2022.
287 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.