Montgomery Financial Services’s iShares US Energy ETF IYE Stock Holding History

Montgomery Financial Services’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	$5.81K	Buy	+103	New	+$6.25K	0.01%	218

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Montgomery Financial Services's IYE Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 103 shares worth $5.81K. The stake represents 0.01% of the portfolio and ranks #218 among its holdings.

311 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Montgomery Financial Services held 103 shares of iShares US Energy ETF worth $5.81K as of Q2 2026.
iShares US Energy ETF was a new Montgomery Financial Services position in Q2 2026.
iShares US Energy ETF made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #218 holding.
311 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.