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One Advisory Partners’s iShares US Energy ETF IYE Stock Holding History

One Advisory 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
2025
Q1 		– Sell
-5,650
Closed -$257K – 50
2024
Q4 		$257K Buy
5,650
+342
+6% +$16.4K 0.11% 42
2024
Q3 		$246K Sell
5,308
-101
-2% -$4.76K 0.11% 42
2024
Q2 		$260K Sell
5,409
-109
-2% -$5.32K 0.12% 43
2024
Q1 		$273K Buy
+5,518
New +$248K 0.13% 40
2023
Q1 		– Sell
-11,156
Closed -$519K – 50
2022
Q4 		$519K Sell
11,156
-1,369
-11% -$64K 0.33% 34
2022
Q3 		$492K Sell
12,525
-26,126
-68% -$1.07M 0.34% 34
2022
Q2 		$1.47M Sell
38,651
-38,517
-50% -$1.64M 0.98% 18
2022
Q1 		$3.16M Buy
77,168
+238
+0.3% +$8.77K 1.84% 14
2021
Q4 		$2.32M Sell
76,930
-9,899
-11% -$305K 1.32% 17
2021
Q3 		$2.45M Sell
86,829
-26,610
-23% -$715K 1.52% 16
2021
Q2 		$3.3M Buy
113,439
+7,930
+8% +$221K 2.03% 13
2021
Q1 		$2.77M Buy
+105,509
New +$2.6M 1.82% 14

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

One Advisory Partners's IYE Position: Q1 2025 in Review

One Advisory Partners sold out of iShares US Energy ETF (IYE) in Q1 2025, closing a stake of 5,650 shares — an estimated $257K sold.

One Advisory Partners first reported a position in IYE in Q1 2021 and held it in 12 quarters. The position peaked at $3.3M in Q2 2021. 297 funds tracked by Wall St. Rank hold IYE as of Q1 2025.

  • One Advisory Partners reported no remaining iShares US Energy ETF position as of Q1 2025 after selling out during the quarter.
  • One Advisory Partners sold 5,650 iShares US Energy ETF shares in Q1 2025, an estimated $257K.
  • One Advisory Partners first reported a position in iShares US Energy ETF in Q1 2021 and held it in 12 quarters.
  • One Advisory Partners's iShares US Energy ETF position peaked at $3.3M in Q2 2021.
  • 297 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2025.

Based on One Advisory Partners's 13F filing for Q1 2025, filed 14 Apr 2025.