Independent Advisor Alliance’s iShares US Energy ETF IYE Stock Holding History

Independent Advisor Alliance’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	–	Sell	-4,502	Closed	-$292K	–	1376
2026 Q1	$292K	Buy	+4,502	New	+$255K	﹤0.01%	1330
2025 Q1	–	Sell	-6,560	Closed	-$299K	–	1109
2024 Q4	$299K	Buy	+6,560	New	+$314K	﹤0.01%	1145
2017 Q2	–	Sell	-9,162	Closed	-$353K	–	326
2017 Q1	$353K	Buy	+9,162	New	+$364K	0.06%	273

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

Independent Advisor Alliance's IYE Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares US Energy ETF (IYE) in Q2 2026, closing a stake of 4,502 shares — an estimated $292K sold.

Independent Advisor Alliance first reported a position in IYE in Q1 2017 and held it in 3 quarters. The position peaked at $353K in Q1 2017. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares US Energy ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 4,502 iShares US Energy ETF shares in Q2 2026, an estimated $292K.
Independent Advisor Alliance first reported a position in iShares US Energy ETF in Q1 2017 and held it in 3 quarters.
Independent Advisor Alliance's iShares US Energy ETF position peaked at $353K in Q1 2017.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.