Ironwood Financial’s iShares US Energy ETF IYE Stock Holding History

Ironwood Financial’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	$867K	Sell	14,377 -695	-5%	-$42.1K	0.14%	96
2026 Q1	$976K	Sell	15,072 -3	-0%	-$170	0.17%	84
2025 Q4	$740K	Sell	15,075 -323	-2%	-$15.3K	0.13%	99
2025 Q3	$732K	Buy	15,398 +6,960	+82%	+$324K	0.13%	101
2025 Q2	$416K	Hold	8,438	–	–	0.09%	115
2025 Q1	$416K	Buy	8,438 +369	+5%	+$17.6K	0.09%	115
2024 Q4	$368K	Sell	8,069 -7,559	-48%	-$362K	0.08%	118
2024 Q3	$724K	Buy	15,628 +40	+0.3%	+$1.88K	0.15%	90
2024 Q2	$748K	Buy	15,588 +459	+3%	+$22.4K	0.17%	88
2024 Q1	$747K	Buy	15,129 +80	+0.5%	+$3.6K	0.17%	88
2023 Q4	$664K	Sell	15,049 -173	-1%	-$7.77K	0.16%	91
2023 Q3	$722K	Sell	15,222 -56,810	-79%	-$2.62M	0.19%	74
2023 Q2	$3.09M	Sell	72,032 -2,631	-4%	-$113K	0.81%	29
2023 Q1	$3.27M	Sell	74,663 -1,613	-2%	-$73K	0.91%	27
2022 Q4	$3.55M	Sell	76,276 -795	-1%	-$37.2K	1.1%	22
2022 Q3	$3.03M	Sell	77,071 -6,419	-8%	-$264K	1%	24
2022 Q2	$3.18M	Sell	83,490 -83,349	-50%	-$3.54M	1.02%	25
2022 Q1	$6.83M	Sell	166,839 -72,995	-30%	-$2.69M	1.93%	16
2021 Q4	$7.22M	Sell	239,834 -12,424	-5%	-$382K	1.98%	16
2021 Q3	$7.13M	Sell	252,258 -2,734	-1%	-$73.5K	2.09%	15
2021 Q2	$7.42M	Sell	254,992 -1,198	-0.5%	-$33.4K	2.23%	16
2021 Q1	$6.72M	Sell	256,190 -1,649	-0.6%	-$40.6K	2.19%	17
2020 Q4	$5.22M	Buy	257,839 +61,301	+31%	+$1.13M	1.95%	13
2020 Q3	$3.14M	Buy	196,538 +21,211	+12%	+$401K	1.58%	14
2020 Q2	$3.51M	Buy	175,327 +175,082	+71,462%	+$3.43M	1.89%	11
2020 Q1	$4K	Hold	245	–	–	﹤0.01%	287
2019 Q4	$8K	Hold	245	–	–	﹤0.01%	280
2019 Q3	$8K	Hold	245	–	–	﹤0.01%	276
2019 Q2	$8K	Hold	245	–	–	﹤0.01%	282
2019 Q1	$9K	Hold	245	–	–	﹤0.01%	262
2018 Q4	$8K	Hold	245	–	–	﹤0.01%	260
2018 Q3	$10K	Hold	245	–	–	0.01%	255
2018 Q2	$10K	Hold	245	–	–	0.01%	189
2018 Q1	$9K	Hold	245	–	–	0.01%	172
2017 Q4	$10K	Sell	245 -159	-39%	-$5.99K	0.01%	174
2017 Q3	$15K	Hold	404	–	–	0.01%	158
2017 Q2	$14K	Hold	404	–	–	0.01%	156
2017 Q1	$16K	Hold	404	–	–	0.01%	148
2016 Q4	$17K	Hold	404	–	–	0.01%	144
2016 Q3	$16K	Hold	404	–	–	0.01%	145
2016 Q2	$15K	Hold	404	–	–	0.01%	148
2016 Q1	$14K	Buy	+404	New	+$13.2K	0.01%	155
2015 Q3	$14K	Hold	404	–	–	0.01%	188
2015 Q2	$17K	Hold	404	–	–	0.01%	174
2015 Q1	$18K	Hold	404	–	–	0.01%	170
2014 Q4	$18K	Buy	+404	New	+$19K	0.01%	145

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

Ironwood Financial's IYE Position: Q2 2026 in Review

Ironwood Financial reduced its iShares US Energy ETF (IYE) stake by 4.6% in Q2 2026, selling an estimated $42.1K and leaving 14,377 shares worth $867K. The position accounts for 0.14% of the portfolio, ranked #96.

Ironwood Financial first reported a position in IYE in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.42M in Q2 2021. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Ironwood Financial held 14,377 shares of iShares US Energy ETF worth $867K as of Q2 2026.
Ironwood Financial sold 695 iShares US Energy ETF shares in Q2 2026, an estimated $42.1K.
iShares US Energy ETF made up 0.14% of Ironwood Financial's portfolio in Q2 2026, its #96 holding.
Ironwood Financial first reported a position in iShares US Energy ETF in Q4 2014 and has held it in 46 quarters since.
Ironwood Financial's iShares US Energy ETF position peaked at $7.42M in Q2 2021.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.