MFA
IYE icon

Mayflower Financial Advisors’s iShares US Energy ETF IYE Stock Holding History

Mayflower Financial Advisors’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 		$409K Hold
7,229
– – 0.04% 319
2026
Q1 		$468K Sell
7,229
-27
-0.4% -$1.53K 0.06% 272
2025
Q4 		$345K Sell
7,256
-4
-0.1% -$189 0.04% 313
2025
Q3 		$345K Buy
7,260
+766
+12% +$35.7K 0.04% 311
2025
Q2 		$294K Sell
6,494
-650
-9% -$28.7K 0.04% 320
2025
Q1 		$352K Sell
7,144
-797
-10% -$38K 0.05% 278
2024
Q4 		$362K Buy
7,941
+320
+4% +$15.3K 0.05% 268
2024
Q3 		$353K Buy
7,621
+27
+0.4% +$1.27K 0.05% 271
2024
Q2 		$365K Sell
7,594
-682
-8% -$33.3K 0.06% 258
2024
Q1 		$409K Sell
8,276
-3,577
-30% -$161K 0.07% 238
2023
Q4 		$523K Buy
11,853
+5,229
+79% +$235K 0.07% 199
2023
Q3 		$314K Sell
6,624
-1,289
-16% -$59.5K 0.05% 250
2023
Q2 		$339K Sell
7,913
-140
-2% -$6K 0.04% 258
2023
Q1 		$352K Sell
8,053
-558
-6% -$25.3K 0.05% 248
2022
Q4 		$400K Buy
8,611
+153
+2% +$7.15K 0.06% 228
2022
Q3 		$332K Buy
8,458
+1,698
+25% +$69.7K 0.05% 239
2022
Q2 		$258K Hold
6,760
– – 0.04% 278
2022
Q1 		$277K Hold
6,760
– – 0.04% 288
2021
Q4 		$203K Buy
+6,760
New +$208K 0.03% 315

Other funds holding IYE

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
TSW
Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mayflower Financial Advisors's IYE Position: Q2 2026 in Review

Mayflower Financial Advisors held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 7,229 shares worth $409K. The position accounts for 0.04% of the portfolio, ranked #319.

Mayflower Financial Advisors first reported a position in IYE in Q4 2021 and has held it in 19 quarters since. The position peaked at $523K in Q4 2023. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Mayflower Financial Advisors held 7,229 shares of iShares US Energy ETF worth $409K as of Q2 2026.
  • Mayflower Financial Advisors left its iShares US Energy ETF share count unchanged in Q2 2026.
  • iShares US Energy ETF made up 0.04% of Mayflower Financial Advisors's portfolio in Q2 2026, its #319 holding.
  • Mayflower Financial Advisors first reported a position in iShares US Energy ETF in Q4 2021 and has held it in 19 quarters since.
  • Mayflower Financial Advisors's iShares US Energy ETF position peaked at $523K in Q4 2023.
  • 327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.