Independent Financial Group’s iShares US Energy ETF IYE Stock Holding History

Independent Financial Group’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	-3,822	Closed	-$248K	–	1594
2026 Q1	$248K	Buy	+3,822	New	+$217K	0.01%	1263
2024 Q3	–	Sell	-4,370	Closed	-$210K	–	1164
2024 Q2	$210K	Buy	+4,370	New	+$213K	0.01%	1010
2022 Q3	–	Sell	-8,375	Closed	-$319K	–	767
2022 Q2	$319K	Buy	8,375 +1,077	+15%	+$45.7K	0.03%	487
2022 Q1	$299K	Sell	7,298 -461	-6%	-$17K	0.02%	598
2021 Q4	$234K	Buy	+7,759	New	+$239K	0.02%	680
2021 Q3	–	Sell	-9,208	Closed	-$268K	–	735
2021 Q2	$268K	Buy	+9,208	New	+$256K	0.03%	562

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 Financial Group's IYE Position: Q2 2026 in Review

Independent Financial Group sold out of iShares US Energy ETF (IYE) in Q2 2026, closing a stake of 3,822 shares — an estimated $248K sold.

Independent Financial Group first reported a position in IYE in Q2 2021 and held it in 6 quarters. The position peaked at $319K in Q2 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Independent Financial Group reported no remaining iShares US Energy ETF position as of Q2 2026 after selling out during the quarter.
Independent Financial Group sold 3,822 iShares US Energy ETF shares in Q2 2026, an estimated $248K.
Independent Financial Group first reported a position in iShares US Energy ETF in Q2 2021 and held it in 6 quarters.
Independent Financial Group's iShares US Energy ETF position peaked at $319K in Q2 2022.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.