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Matthew Goff Investment Advisor’s iShares US Energy ETF IYE Stock Holding History

Matthew Goff Investment Advisor’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
Q1 		– Sell
-9,669
Closed -$1.25M – 109
2025
Q4 		$1.25M Buy
+9,669
New +$458K 0.22% 50

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Matthew Goff Investment Advisor's IYE Position: Q1 2026 in Review

Matthew Goff Investment Advisor sold out of iShares US Energy ETF (IYE) in Q1 2026, closing a stake of 9,669 shares — an estimated $1.25M sold.

Matthew Goff Investment Advisor first reported a position in IYE in Q4 2025 and held it in 1 quarter. The position peaked at $1.25M in Q4 2025. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

  • Matthew Goff Investment Advisor reported no remaining iShares US Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 9,669 iShares US Energy ETF shares in Q1 2026, an estimated $1.25M.
  • Matthew Goff Investment Advisor first reported a position in iShares US Energy ETF in Q4 2025 and held it in 1 quarter.
  • Matthew Goff Investment Advisor's iShares US Energy ETF position peaked at $1.25M in Q4 2025.
  • 332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q1 2026, filed 17 Apr 2026.