Mountain Hill Investment Partners’s iShares US Energy ETF IYE Stock Holding History

Mountain Hill Investment Partners’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	$5.13K	Buy	91 +1	+1%	+$61	﹤0.01%	115
2026 Q1	$5.84K	Hold	90	–	–	﹤0.01%	112
2025 Q4	$4.26K	Buy	90 +1	+1%	+$47	﹤0.01%	135
2025 Q3	$4.23K	Buy	89 +1	+1%	+$47	﹤0.01%	140
2025 Q2	$4K	Hold	88	–	–	﹤0.01%	108
2025 Q1	$4.33K	Buy	88 +1	+1%	+$48	﹤0.01%	113
2024 Q4	$3.97K	Buy	+87	New	+$4.17K	﹤0.01%	119

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

Mountain Hill Investment Partners's IYE Position: Q2 2026 in Review

Mountain Hill Investment Partners increased its iShares US Energy ETF (IYE) stake by 1.1% in Q2 2026, buying an estimated $61 and bringing the position to 91 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #115.

Mountain Hill Investment Partners first reported a position in IYE in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.84K in Q1 2026. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Mountain Hill Investment Partners held 91 shares of iShares US Energy ETF worth $5.13K as of Q2 2026.
Mountain Hill Investment Partners bought 1 iShares US Energy ETF share in Q2 2026, an estimated $61.
iShares US Energy ETF made up ﹤0.01% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #115 holding.
Mountain Hill Investment Partners first reported a position in iShares US Energy ETF in Q4 2024 and has held it in 7 quarters since.
Mountain Hill Investment Partners's iShares US Energy ETF position peaked at $5.84K in Q1 2026.
327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.