Medallion Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

Medallion Wealth 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	$736	Hold	13	–	–	﹤0.01%	1022
2026 Q1	$842	Hold	13	–	–	﹤0.01%	1068
2025 Q4	$618	Hold	13	–	–	﹤0.01%	1069
2025 Q3	$618	Hold	13	–	–	﹤0.01%	1052
2025 Q2	$591	Hold	13	–	–	﹤0.01%	1040
2025 Q1	$644	Hold	13	–	–	﹤0.01%	1012
2024 Q4	$592	Buy	+13	New	+$623	﹤0.01%	964

Other funds holding IYE

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Medallion Wealth Advisors's IYE Position: Q2 2026 in Review

Medallion Wealth Advisors held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 13 shares worth $736. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Medallion Wealth Advisors first reported a position in IYE in Q4 2024 and has held it in 7 quarters since. The position peaked at $842 in Q1 2026. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Medallion Wealth Advisors held 13 shares of iShares US Energy ETF worth $736 as of Q2 2026.
Medallion Wealth Advisors left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1022 holding.
Medallion Wealth Advisors first reported a position in iShares US Energy ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's iShares US Energy ETF position peaked at $842 in Q1 2026.
329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.