Meridian Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Meridian Wealth Management’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	$511K	Buy	9,038 +156	+2%	+$9.46K	0.02%	539
2026 Q1	$575K	Buy	8,882 +1,207	+16%	+$68.5K	0.02%	482
2025 Q4	$365K	Buy	7,675 +1	+0%	+$47	0.01%	574
2025 Q3	$365K	Buy	7,674 +138	+2%	+$6.42K	0.01%	544
2025 Q2	$341K	Sell	7,536 -785	-9%	-$34.7K	0.01%	531
2025 Q1	$410K	Buy	+8,321	New	+$397K	0.02%	455
2019 Q3	–	Sell	-715	Closed	-$246	–	347
2019 Q2	$246	Buy	+715	New	+$24.8K	0.01%	504

Other funds holding IYE

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SFC

Summit Financial Consulting Sterling Heights, Michigan $147M AUM 17.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

BRCM

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

UFF

USA FINANCIAL FORMULAS Ada, Michigan $546M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Meridian Wealth Management's IYE Position: Q2 2026 in Review

Meridian Wealth Management increased its iShares US Energy ETF (IYE) stake by 1.8% in Q2 2026, buying an estimated $9.46K and bringing the position to 9,038 shares worth $511K. The position accounts for 0.02% of the portfolio, ranked #539.

Meridian Wealth Management first reported a position in IYE in Q2 2019 and has held it in 7 quarters since. The position peaked at $575K in Q1 2026. 194 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Meridian Wealth Management held 9,038 shares of iShares US Energy ETF worth $511K as of Q2 2026.
Meridian Wealth Management bought 156 iShares US Energy ETF shares in Q2 2026, an estimated $9.46K.
iShares US Energy ETF made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #539 holding.
Meridian Wealth Management first reported a position in iShares US Energy ETF in Q2 2019 and has held it in 7 quarters since.
Meridian Wealth Management's iShares US Energy ETF position peaked at $575K in Q1 2026.
194 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.