LRI Investments’s iShares US Energy ETF IYE Stock Holding History

LRI Investments’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	$27.2K	Hold	480	–	–	﹤0.01%	686
2026 Q1	$31.1K	Hold	480	–	–	﹤0.01%	596
2025 Q4	$22.8K	Hold	480	–	–	﹤0.01%	668
2025 Q3	$22.8K	Hold	480	–	–	﹤0.01%	693
2025 Q2	$21.7K	Hold	480	–	–	﹤0.01%	689
2025 Q1	$23.7K	Hold	480	–	–	﹤0.01%	644
2024 Q4	$21.9K	Hold	480	–	–	﹤0.01%	646
2024 Q3	$24K	Hold	480	–	–	﹤0.01%	623
2024 Q2	$23K	Hold	480	–	–	﹤0.01%	583
2024 Q1	$23.7K	Buy	+480	New	+$21.6K	0.01%	352

Other funds holding IYE

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return