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IFP Advisors’s iShares US Energy ETF IYE Stock Holding History

IFP Advisors’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 		$78.3K Buy
1,383
+17
+1% +$1.03K ﹤0.01% 2137
2026
Q1 		$88.5K Sell
1,366
-53
-4% -$3.01K ﹤0.01% 1921
2025
Q4 		$67.4K Sell
1,419
-77
-5% -$3.64K ﹤0.01% 2020
2025
Q3 		$71.1K Sell
1,496
-251
-14% -$11.7K ﹤0.01% 1887
2025
Q2 		$79K Buy
1,747
+93
+6% +$4.11K ﹤0.01% 1783
2025
Q1 		$81.6K Buy
1,654
+14
+0.9% +$667 ﹤0.01% 1641
2024
Q4 		$74.7K Sell
1,640
-1,095
-40% -$52.5K ﹤0.01% 1620
2024
Q3 		$127K Buy
2,735
+252
+10% +$11.9K ﹤0.01% 1304
2024
Q2 		$119K Buy
2,483
+1,398
+129% +$68.3K ﹤0.01% 1289
2024
Q1 		$53.5K Buy
1,085
+11
+1% +$495 ﹤0.01% 1561
2023
Q4 		$47.4K Sell
1,074
-1,404
-57% -$63.1K ﹤0.01% 1569
2023
Q3 		$118K Sell
2,478
-8
-0.3% -$369 0.01% 1189
2023
Q2 		$107K Sell
2,486
-2,624
-51% -$112K ﹤0.01% 1292
2023
Q1 		$215K Sell
5,110
-107,300
-95% -$4.86M 0.01% 922
2022
Q4 		$4.77M Sell
112,410
-20,749
-16% -$970K 0.13% 157
2022
Q3 		$5.71M Buy
133,159
+3,072
+2% +$126K 0.15% 141
2022
Q2 		$5.56M Hold
130,087
– – 0.18% 123
2022
Q1 		$5.56M Buy
130,087
+111,340
+594% +$4.1M 0.18% 123
2021
Q4 		$612K Sell
18,747
-612
-3% -$18.8K 0.01% 528
2021
Q3 		$576K Sell
19,359
-2,626
-12% -$70.6K 0.01% 544
2021
Q2 		$642K Buy
21,985
+4,753
+28% +$132K 0.01% 481
2021
Q1 		$445K Buy
17,232
+11,815
+218% +$291K 0.01% 560
2020
Q4 		$110K Hold
5,417
– – ﹤0.01% 1085
2020
Q3 		$84K Sell
5,417
-500
-8% -$9.44K 0.01% 1072
2020
Q2 		$116K Buy
5,917
+2,552
+76% +$50K 0.01% 865
2020
Q1 		$54K Buy
3,365
+1,523
+83% +$38.4K 0.01% 1089
2019
Q4 		$59K Sell
1,842
-60
-3% -$1.9K ﹤0.01% 1188
2019
Q3 		$61K Buy
+1,902
New +$61.8K ﹤0.01% 1275
2019
Q1 		$45K Sell
1,249
-654
-34% -$22.9K 0.01% 1007
2018
Q4 		$59K Sell
1,903
-2,304
-55% -$84.7K ﹤0.01% 1507
2018
Q3 		$177K Sell
4,207
-9,140
-68% -$378K 0.01% 1141
2018
Q2 		$560K Buy
13,347
+6,409
+92% +$262K 0.02% 614
2018
Q1 		$275K Hold
6,938
– – 0.01% 857
2017
Q4 		$275K Sell
6,938
-1,259
-15% -$47.4K 0.01% 859
2017
Q3 		$307K Sell
8,197
-2,273
-22% -$80.8K 0.01% 914
2017
Q2 		$372K Sell
10,470
-20,770
-66% -$766K 0.02% 808
2017
Q1 		$1.2M Sell
31,240
-9,585
-23% -$381K 0.05% 379
2016
Q4 		$1.7M Buy
40,825
+21,119
+107% +$842K 0.08% 267
2016
Q3 		$769K Sell
19,706
-1,884
-9% -$71.8K 0.04% 431
2016
Q2 		$828K Buy
21,590
+20,341
+1,629% +$753K 0.05% 390
2016
Q1 		$45K Sell
1,249
-19,811
-94% -$646K 0.01% 1007
2015
Q4 		$713K Buy
+21,060
New +$778K 0.05% 392

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

IFP Advisors's IYE Position: Q2 2026 in Review

IFP Advisors increased its iShares US Energy ETF (IYE) stake by 1.2% in Q2 2026, buying an estimated $1.03K and bringing the position to 1,383 shares worth $78.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

IFP Advisors first reported a position in IYE in Q4 2015 and has held it in 42 quarters since. The position peaked at $5.71M in Q3 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • IFP Advisors held 1,383 shares of iShares US Energy ETF worth $78.3K as of Q2 2026.
  • IFP Advisors bought 17 iShares US Energy ETF shares in Q2 2026, an estimated $1.03K.
  • iShares US Energy ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2137 holding.
  • IFP Advisors first reported a position in iShares US Energy ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares US Energy ETF position peaked at $5.71M in Q3 2022.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.