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Lee Johnson Capital Management’s iShares US Energy ETF IYE Stock Holding History

Lee Johnson Capital Management’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 		$946K Sell
16,718
-714
-4% -$43.3K 0.3% 48
2026
Q1 		$1.13M Buy
+17,432
New +$989K 0.4% 39

Other funds holding IYE

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
TSW
Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lee Johnson Capital Management's IYE Position: Q2 2026 in Review

Lee Johnson Capital Management reduced its iShares US Energy ETF (IYE) stake by 4.1% in Q2 2026, selling an estimated $43.3K and leaving 16,718 shares worth $946K. The position accounts for 0.3% of the portfolio, ranked #48.

Lee Johnson Capital Management first reported a position in IYE in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.13M in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Lee Johnson Capital Management held 16,718 shares of iShares US Energy ETF worth $946K as of Q2 2026.
  • Lee Johnson Capital Management sold 714 iShares US Energy ETF shares in Q2 2026, an estimated $43.3K.
  • iShares US Energy ETF made up 0.3% of Lee Johnson Capital Management's portfolio in Q2 2026, its #48 holding.
  • Lee Johnson Capital Management first reported a position in iShares US Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • Lee Johnson Capital Management's iShares US Energy ETF position peaked at $1.13M in Q1 2026.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.