LPWM LLC’s iShares US Energy ETF IYE Stock Holding History

LPWM LLC’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
2025 Q2	–	Sell	-4,177	Closed	-$206K	–	86
2025 Q1	$206K	Buy	+4,177	New	+$199K	0.07%	81

Other funds holding IYE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

LPWM LLC's IYE Position: Q2 2025 in Review

LPWM LLC sold out of iShares US Energy ETF (IYE) in Q2 2025, closing a stake of 4,177 shares — an estimated $206K sold.

LPWM LLC first reported a position in IYE in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 274 funds tracked by Wall St. Rank hold IYE as of Q2 2025.

LPWM LLC reported no remaining iShares US Energy ETF position as of Q2 2025 after selling out during the quarter.
LPWM LLC sold 4,177 iShares US Energy ETF shares in Q2 2025, an estimated $206K.
LPWM LLC first reported a position in iShares US Energy ETF in Q1 2025 and held it in 1 quarter.
LPWM LLC's iShares US Energy ETF position peaked at $206K in Q1 2025.
274 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2025.

Based on LPWM LLC's 13F filing for Q2 2025, filed 8 Jul 2025.