Investors Research Corp’s iShares US Energy ETF IYE Stock Holding History

Investors Research Corp’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	$198K	Hold	3,050	–	–	0.03%	273
2026 Q2	$173K	Hold	3,050	–	–	0.03%	281
2026 Q1	$198K	Hold	3,050	–	–	0.04%	263
2025 Q4	$145K	Hold	3,050	–	–	0.03%	320
2025 Q3	$145K	Hold	3,050	–	–	0.03%	332
2025 Q2	$138K	Hold	3,050	–	–	0.03%	345
2025 Q1	$150K	Hold	3,050	–	–	0.03%	331
2024 Q4	$139K	Hold	3,050	–	–	0.03%	348
2024 Q3	$141K	Hold	3,050	–	–	0.03%	351
2024 Q2	$146K	Hold	3,050	–	–	0.03%	353
2024 Q1	$151K	Hold	3,050	–	–	0.04%	357
2023 Q4	$135K	Hold	3,050	–	–	0.03%	383
2023 Q3	$145K	Hold	3,050	–	–	0.04%	363
2023 Q2	$131K	Hold	3,050	–	–	0.03%	370
2023 Q1	$133K	Hold	3,050	–	–	0.03%	373
2022 Q4	$142K	Hold	3,050	–	–	0.04%	368
2022 Q3	$120K	Hold	3,050	–	–	0.04%	370
2022 Q2	$116K	Hold	3,050	–	–	0.03%	389
2022 Q1	$125K	Hold	3,050	–	–	0.04%	378
2021 Q4	$92K	Hold	3,050	–	–	0.03%	417
2021 Q3	$86K	Hold	3,050	–	–	0.03%	425
2021 Q2	$89K	Hold	3,050	–	–	0.03%	430
2021 Q1	$80K	Hold	3,050	–	–	0.03%	423
2020 Q4	$62K	Buy	3,050 +85	+3%	+$1.56K	0.02%	498
2020 Q3	$47K	Buy	2,965 +256	+9%	+$4.83K	0.02%	516
2020 Q2	$54K	Buy	2,709 +2,540	+1,503%	+$49.8K	0.03%	469
2020 Q1	$3K	Buy	+169	New	+$4.26K	﹤0.01%	977

Other funds holding IYE

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Investors Research Corp's IYE Position: Q3 2026 in Review

Investors Research Corp held its iShares US Energy ETF (IYE) position steady in Q3 2026 at 3,050 shares worth $198K. The position accounts for 0.03% of the portfolio, ranked #273.

Investors Research Corp first reported a position in IYE in Q1 2020 and has held it in 27 quarters since. 17 funds tracked by Wall St. Rank hold IYE as of Q3 2026.

Investors Research Corp held 3,050 shares of iShares US Energy ETF worth $198K as of Q3 2026.
Investors Research Corp left its iShares US Energy ETF share count unchanged in Q3 2026.
iShares US Energy ETF made up 0.03% of Investors Research Corp's portfolio in Q3 2026, its #273 holding.
Investors Research Corp first reported a position in iShares US Energy ETF in Q1 2020 and has held it in 27 quarters since.
17 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.