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

IHT 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 		$1.22M Sell
21,485
-1,358
-6% -$82.3K 0.03% 540
2026
Q1 		$1.48M Sell
22,843
-149
-0.6% -$8.45K 0.03% 457
2025
Q4 		$1.2M Sell
22,992
-3,985
-15% -$189K 0.03% 489
2025
Q3 		$1.29M Sell
26,977
-3,658
-12% -$170K 0.03% 454
2025
Q2 		$1.39M Sell
30,635
-96
-0.3% -$4.24K 0.04% 411
2025
Q1 		$1.45M Sell
30,731
-1,500
-5% -$71.5K 0.05% 364
2024
Q4 		$1.47M Buy
32,231
+1,502
+5% +$72K 0.05% 340
2024
Q3 		$1.46M Buy
30,729
+728
+2% +$34.3K 0.04% 398
2024
Q2 		$1.43M Sell
30,001
-48
-0.2% -$2.34K 0.05% 341
2024
Q1 		$1.48M Sell
30,049
-55
-0.2% -$2.47K 0.06% 327
2023
Q4 		$1.33M Buy
30,104
+11,852
+65% +$533K 0.06% 315
2023
Q3 		$866K Sell
18,252
-567
-3% -$26.2K 0.04% 389
2023
Q2 		$806K Sell
18,819
-13,954
-43% -$598K 0.04% 390
2023
Q1 		$1.43M Buy
32,773
+12,410
+61% +$562K 0.08% 232
2022
Q4 		$947K Sell
20,363
-14,777
-42% -$691K 0.06% 307
2022
Q3 		$1.38M Buy
35,140
+16,385
+87% +$673K 0.11% 217
2022
Q2 		$715K Sell
18,755
-5,146
-22% -$219K 0.06% 294
2022
Q1 		$978K Sell
23,901
-28,263
-54% -$1.04M 0.07% 259
2021
Q4 		$1.57M Buy
52,164
+11,069
+27% +$341K 0.12% 175
2021
Q3 		$1.16M Sell
41,095
-82,244
-67% -$2.21M 0.09% 218
2021
Q2 		$3.59M Buy
123,339
+78,146
+173% +$2.18M 0.23% 91
2021
Q1 		$1.19M Buy
45,193
+4,289
+10% +$106K 0.09% 242
2020
Q4 		$828K Buy
40,904
+54
+0.1% +$991 0.07% 273
2020
Q3 		$652K Buy
+40,850
New +$772K 0.07% 277
2020
Q1 		– Sell
-30,868
Closed -$991K – 611
2019
Q4 		$991K Sell
30,868
-3,321
-10% -$105K 0.12% 199
2019
Q3 		$1.09M Sell
34,189
-431
-1% -$14K 0.15% 157
2019
Q2 		$1.19M Buy
34,620
+293
+0.9% +$10.2K 0.17% 137
2019
Q1 		$1.24M Sell
34,327
-1,835
-5% -$64.2K 0.21% 123
2018
Q4 		$1.13M Buy
36,162
+30,985
+599% +$1.14M 0.22% 118
2018
Q3 		$217K Buy
+5,177
New +$214K 0.05% 391
2018
Q2 		– Sell
-4,422
Closed -$160K – 901
2018
Q1 		$160K Sell
4,422
-539
-11% -$20.9K 0.04% 391
2017
Q4 		$205K Sell
4,961
-36
-0.7% -$1.36K 0.05% 342
2017
Q3 		$186K Buy
4,997
+3,215
+180% +$114K 0.08% 258
2017
Q2 		$1 Buy
1,782
+6
+0.3% +$221 ﹤0.01% 1320
2017
Q1 		$45K Sell
1,776
-3,691
-68% -$147K 0.03% 442
2016
Q4 		$230K Buy
+5,467
New +$218K 0.17% 139

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

IHT Wealth Management's IYE Position: Q2 2026 in Review

IHT Wealth Management reduced its iShares US Energy ETF (IYE) stake by 5.9% in Q2 2026, selling an estimated $82.3K and leaving 21,485 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #540.

IHT Wealth Management first reported a position in IYE in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.59M in Q2 2021. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • IHT Wealth Management held 21,485 shares of iShares US Energy ETF worth $1.22M as of Q2 2026.
  • IHT Wealth Management sold 1,358 iShares US Energy ETF shares in Q2 2026, an estimated $82.3K.
  • iShares US Energy ETF made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #540 holding.
  • IHT Wealth Management first reported a position in iShares US Energy ETF in Q4 2016 and has held it in 36 quarters since.
  • IHT Wealth Management's iShares US Energy ETF position peaked at $3.59M in Q2 2021.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.