Liberty Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Liberty Wealth 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	$1.14M	Hold	17,773	–	–	0.14%	89
2026 Q1	$1.14M	Buy	17,773 +2,632	+17%	+$149K	0.14%	89
2025 Q4	$720K	Buy	15,141 +1,504	+11%	+$71.2K	0.09%	112
2025 Q3	$648K	Buy	13,637 +609	+5%	+$28.4K	0.09%	112
2025 Q2	$589K	Buy	+13,028	New	+$576K	0.09%	112
2023 Q4	–	Sell	-7,175	Closed	-$340K	–	183
2023 Q3	$340K	Sell	7,175 -969	-12%	-$44.7K	0.08%	117
2023 Q2	$349K	Sell	8,144 -981	-11%	-$42K	0.09%	123
2023 Q1	$399K	Buy	+9,125	New	+$413K	0.08%	142
2022 Q3	$1.4M	Sell	35,581 -29,487	-45%	-$1.21M	0.37%	44
2022 Q2	$2.48M	Sell	65,068 -48,423	-43%	-$2.06M	1.01%	22
2022 Q1	$4.63M	Buy	+113,491	New	+$4.18M	1.67%	13
2021 Q4	–	Sell	-110,925	Closed	-$3.41M	–	40
2021 Q3	$3.13M	Sell	110,925 -12,497	-10%	-$336K	1.12%	19
2021 Q2	$3.59M	Buy	+123,422	New	+$3.44M	1.4%	15

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

Liberty Wealth Management's IYE Position: Q2 2026 in Review

Liberty Wealth Management held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 17,773 shares worth $1.14M. The position accounts for 0.14% of the portfolio, ranked #89.

Liberty Wealth Management first reported a position in IYE in Q2 2021 and has held it in 13 quarters since. The position peaked at $4.63M in Q1 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Liberty Wealth Management held 17,773 shares of iShares US Energy ETF worth $1.14M as of Q2 2026.
Liberty Wealth Management left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up 0.14% of Liberty Wealth Management's portfolio in Q2 2026, its #89 holding.
Liberty Wealth Management first reported a position in iShares US Energy ETF in Q2 2021 and has held it in 13 quarters since.
Liberty Wealth Management's iShares US Energy ETF position peaked at $4.63M in Q1 2022.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.