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Journey Strategic Wealth’s iShares US Energy ETF IYE Stock Holding History

Journey Strategic Wealth’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
Q1 		$646K Sell
9,969
-2,246
-18% -$127K 0.02% 280
2025
Q4 		$581K Sell
12,215
-10,499
-46% -$497K 0.02% 273
2025
Q3 		$1.08M Sell
22,714
-103
-0.5% -$4.79K 0.03% 160
2025
Q2 		$1.03M Buy
22,817
+6,939
+44% +$307K 0.03% 164
2025
Q1 		$783K Buy
15,878
+2,329
+17% +$111K 0.03% 164
2024
Q4 		$617K Sell
13,549
-1,120
-8% -$53.7K 0.02% 185
2024
Q3 		$680K Buy
14,669
+1,223
+9% +$57.6K 0.02% 172
2024
Q2 		$645K Buy
13,446
+3,377
+34% +$165K 0.03% 136
2024
Q1 		$497K Buy
10,069
+2,600
+35% +$117K 0.02% 133
2023
Q4 		$330K Buy
+7,469
New +$336K 0.02% 128
2023
Q2 		– Sell
-5,524
Closed -$242K – 238
2023
Q1 		$242K Sell
5,524
-33,634
-86% -$1.52M 0.03% 198
2022
Q4 		$1.82M Buy
39,158
+2,594
+7% +$121K 0.21% 30
2022
Q3 		$1.44M Sell
36,564
-20,341
-36% -$835K 0.19% 31
2022
Q2 		$2.17M Buy
+56,905
New +$2.42M 0.29% 23
2022
Q1 		– Sell
-102,416
Closed -$3.08M – 216
2021
Q4 		$3.08M Buy
+102,416
New +$3.15M 0.32% 21

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Journey Strategic Wealth's IYE Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares US Energy ETF (IYE) stake by 18% in Q1 2026, selling an estimated $127K and leaving 9,969 shares worth $646K. The position accounts for 0.02% of the portfolio, ranked #280.

Journey Strategic Wealth first reported a position in IYE in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.08M in Q4 2021. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

  • Journey Strategic Wealth held 9,969 shares of iShares US Energy ETF worth $646K as of Q1 2026.
  • Journey Strategic Wealth sold 2,246 iShares US Energy ETF shares in Q1 2026, an estimated $127K.
  • iShares US Energy ETF made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #280 holding.
  • Journey Strategic Wealth first reported a position in iShares US Energy ETF in Q4 2021 and has held it in 15 quarters since.
  • Journey Strategic Wealth's iShares US Energy ETF position peaked at $3.08M in Q4 2021.
  • 332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.