MPWM Advisory Solutions’s iShares US Energy ETF IYE Stock Holding History

MPWM Advisory Solutions’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	$1.13K	Hold	20	–	–	﹤0.01%	534
2026 Q1	$1.29K	Hold	20	–	–	﹤0.01%	524
2025 Q4	$951	Hold	20	–	–	﹤0.01%	511
2025 Q3	$950	Hold	20	–	–	﹤0.01%	485
2025 Q2	$904	Hold	20	–	–	﹤0.01%	488
2025 Q1	$986	Hold	20	–	–	﹤0.01%	533
2024 Q4	$911	Buy	+20	New	+$959	﹤0.01%	554

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

MPWM Advisory Solutions's IYE Position: Q2 2026 in Review

MPWM Advisory Solutions held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 20 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

MPWM Advisory Solutions first reported a position in IYE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

MPWM Advisory Solutions held 20 shares of iShares US Energy ETF worth $1.13K as of Q2 2026.
MPWM Advisory Solutions left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #534 holding.
MPWM Advisory Solutions first reported a position in iShares US Energy ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's iShares US Energy ETF position peaked at $1.29K in Q1 2026.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.