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One Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

One Wealth Advisors’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
Q2 		– Sell
-5,233
Closed -$258K – 291
2025
Q1 		$258K Sell
5,233
-5,915
-53% -$282K 0.04% 236
2024
Q4 		$508K Buy
11,148
+3,438
+45% +$165K 0.08% 117
2024
Q3 		$357K Buy
7,710
+373
+5% +$17.6K 0.05% 172
2024
Q2 		$345K Sell
7,337
-597
-8% -$29.2K 0.07% 145
2024
Q1 		$392K Sell
7,934
-6,138
-44% -$276K 0.07% 153
2023
Q4 		$621K Buy
+14,072
New +$632K 0.12% 90
2023
Q2 		– Sell
-8,630
Closed -$378K – 213
2023
Q1 		$378K Sell
8,630
-5,065
-37% -$229K 0.09% 127
2022
Q4 		$637K Buy
+13,695
New +$640K 0.15% 83

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 $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return