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

Larson 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	$61.5K	Buy	1,087 +3	+0.3%	+$182	﹤0.01%	1427
2026 Q1	$70.2K	Buy	1,084 +3	+0.3%	+$170	﹤0.01%	1168
2025 Q4	$51.4K	Buy	1,081 +129	+14%	+$6.11K	﹤0.01%	1215
2025 Q3	$45.2K	Buy	952 +4	+0.4%	+$186	﹤0.01%	1202
2025 Q2	$42.9K	Sell	948 -1,296	-58%	-$57.3K	﹤0.01%	1127
2025 Q1	$111K	Buy	2,244 +1,303	+138%	+$62.1K	0.01%	772
2024 Q4	$42.9K	Buy	941 +4	+0.4%	+$192	﹤0.01%	950
2024 Q3	$43.4K	Buy	937 +4	+0.4%	+$188	﹤0.01%	952
2024 Q2	$44.8K	Buy	933 +918	+6,120%	+$44.8K	﹤0.01%	838
2024 Q1	$741	Buy	+15	New	+$675	﹤0.01%	1496
2023 Q2	–	Sell	-223	Closed	-$9.76K	–	1604
2023 Q1	$9.76K	Hold	223	–	–	﹤0.01%	929
2022 Q4	$10.4K	Hold	223	–	–	﹤0.01%	849
2022 Q3	$9K	Hold	223	–	–	﹤0.01%	818
2022 Q2	$9K	Buy	+223	New	+$9.47K	﹤0.01%	750

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

Larson Financial Group's IYE Position: Q2 2026 in Review

Larson Financial Group increased its iShares US Energy ETF (IYE) stake by 0.28% in Q2 2026, buying an estimated $182 and bringing the position to 1,087 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Larson Financial Group first reported a position in IYE in Q2 2022 and has held it in 14 quarters since. The position peaked at $111K in Q1 2025. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Larson Financial Group held 1,087 shares of iShares US Energy ETF worth $61.5K as of Q2 2026.
Larson Financial Group bought 3 iShares US Energy ETF shares in Q2 2026, an estimated $182.
iShares US Energy ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1427 holding.
Larson Financial Group first reported a position in iShares US Energy ETF in Q2 2022 and has held it in 14 quarters since.
Larson Financial Group's iShares US Energy ETF position peaked at $111K in Q1 2025.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

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