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

KKM 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	$1.09M	Hold	19,268	–	–	0.15%	92
2026 Q1	$916K	Hold	19,268	–	–	0.16%	96
2025 Q4	$916K	Hold	19,268	–	–	0.16%	96
2025 Q3	$916K	Hold	19,268	–	–	0.29%	67
2025 Q2	$871K	Hold	19,268	–	–	0.3%	74
2025 Q1	$950K	Sell	19,268 -3,315	-15%	-$158K	0.4%	67
2024 Q4	$1.03M	Hold	22,583	–	–	0.43%	64
2024 Q3	$1.05M	Hold	22,583	–	–	0.52%	61
2024 Q2	$1.08M	Hold	22,583	–	–	0.51%	63
2024 Q1	$1.12M	Hold	22,583	–	–	0.54%	63
2023 Q4	$996K	Buy	+22,583	New	+$1.01M	0.63%	58

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

KKM Financial's IYE Position: Q2 2026 in Review

KKM Financial held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 19,268 shares worth $1.09M. The position accounts for 0.15% of the portfolio, ranked #92.

KKM Financial first reported a position in IYE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q1 2024. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

KKM Financial held 19,268 shares of iShares US Energy ETF worth $1.09M as of Q2 2026.
KKM Financial left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up 0.15% of KKM Financial's portfolio in Q2 2026, its #92 holding.
KKM Financial first reported a position in iShares US Energy ETF in Q4 2023 and has held it in 11 quarters since.
KKM Financial's iShares US Energy ETF position peaked at $1.12M in Q1 2024.
327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.