Matthew Hamilton Rosenberg’s iShares US Energy ETF IYE Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$274K	Sell	4,236 -7	-0.2%	-$449	0.05%	178
2026 Q2	$240K	Hold	4,243	–	–	0.04%	195
2026 Q1	$275K	Sell	4,243 -168	-4%	-$9.53K	0.06%	162
2025 Q4	$210K	Sell	4,411 -1,135	-20%	-$53.7K	0.04%	202
2025 Q3	$264K	Sell	5,546 -181	-3%	-$8.43K	0.06%	167
2025 Q2	$259K	Sell	5,727 -1,042	-15%	-$46K	0.06%	168
2025 Q1	$334K	Sell	6,769 -947	-12%	-$45.1K	0.08%	108
2024 Q4	$352K	Hold	7,716	–	–	0.09%	105
2024 Q3	$358K	Sell	7,716 -289	-4%	-$13.6K	0.09%	105
2024 Q2	$384K	Buy	8,005 +243	+3%	+$11.9K	0.11%	87
2024 Q1	$386K	Sell	7,762 -1,727	-18%	-$77.7K	0.11%	92
2023 Q4	$419K	Sell	9,489 -1,329	-12%	-$59.7K	0.13%	81
2023 Q3	$513K	Sell	10,818 -3,772	-26%	-$174K	0.17%	61
2023 Q2	$625K	Sell	14,590 -16,836	-54%	-$721K	0.21%	53
2023 Q1	$1.37M	Sell	31,426 -25	-0.1%	-$1.13K	0.44%	33
2022 Q4	$1.46M	Sell	31,451 -93	-0.3%	-$4.35K	0.5%	31
2022 Q3	$1.24M	Hold	31,544	–	–	0.48%	32
2022 Q2	$1.22M	Buy	31,544 +1,228	+4%	+$52.1K	0.46%	34
2022 Q1	$1.24M	Buy	30,316 +163	+0.5%	+$6.01K	0.43%	37
2021 Q4	$908K	Sell	30,153 -455	-1%	-$14K	0.32%	46
2021 Q3	$865K	Buy	+30,608	New	+$822K	0.34%	41

Other funds holding IYE

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Matthew Hamilton Rosenberg's IYE Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares US Energy ETF (IYE) stake by 0.16% in Q3 2026, selling an estimated $449 and leaving 4,236 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #178.

Matthew Hamilton Rosenberg first reported a position in IYE in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.46M in Q4 2022. 17 funds tracked by Wall St. Rank hold IYE as of Q3 2026.

Matthew Hamilton Rosenberg held 4,236 shares of iShares US Energy ETF worth $274K as of Q3 2026.
Matthew Hamilton Rosenberg sold 7 iShares US Energy ETF shares in Q3 2026, an estimated $449.
iShares US Energy ETF made up 0.05% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #178 holding.
Matthew Hamilton Rosenberg first reported a position in iShares US Energy ETF in Q3 2021 and has held it in 21 quarters since.
Matthew Hamilton Rosenberg's iShares US Energy ETF position peaked at $1.46M in Q4 2022.
17 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.