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Optimum Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

Optimum Investment 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
Q3 		$9.5K Hold
200
– – ﹤0.01% 510
2025
Q2 		$9.04K Hold
200
– – ﹤0.01% 514
2025
Q1 		$9.86K Hold
200
– – ﹤0.01% 516
2024
Q4 		$9.11K Hold
200
– – ﹤0.01% 522
2024
Q3 		$9.27K Hold
200
– – ﹤0.01% 535
2024
Q2 		$9.6K Hold
200
– – ﹤0.01% 524
2024
Q1 		$9.88K Hold
200
– – ﹤0.01% 524
2023
Q4 		$8.82K Hold
200
– – ﹤0.01% 523
2023
Q3 		$9.49K Hold
200
– – ﹤0.01% 551
2023
Q2 		$8.57K Hold
200
– – ﹤0.01% 563
2023
Q1 		$8.75K Buy
200
+84
+72% +$3.8K ﹤0.01% 579
2022
Q4 		$5.39K Hold
116
– – ﹤0.01% 622
2022
Q3 		$5K Hold
116
– – ﹤0.01% 654
2022
Q2 		$4K Hold
116
– – ﹤0.01% 707
2022
Q1 		$5K Buy
+116
New +$4.28K ﹤0.01% 731
2019
Q4 		– Sell
-200
Closed -$6K – 982
2019
Q3 		$6K Hold
200
– – ﹤0.01% 863
2019
Q2 		$7K Hold
200
– – ﹤0.01% 819
2019
Q1 		$7K Hold
200
– – ﹤0.01% 853
2018
Q4 		$6K Hold
200
– – ﹤0.01% 832
2018
Q3 		$8K Hold
200
– – ﹤0.01% 876
2018
Q2 		$8K Hold
200
– – ﹤0.01% 873
2018
Q1 		$7K Buy
+200
New +$7.75K ﹤0.01% 858
2015
Q1 		$120K Hold
2,745
– – 0.04% 351
2014
Q4 		$123K Hold
2,745
– – 0.04% 334
2014
Q3 		$141K Hold
2,745
– – 0.05% 308
2014
Q2 		$156K Buy
2,745
+300
+12% +$16.2K 0.05% 294
2014
Q1 		$125K Hold
2,445
– – 0.05% 273
2013
Q4 		$123K Hold
2,445
– – 0.05% 273
2013
Q3 		$115K Buy
+2,445
New +$114K 0.05% 268

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Optimum Investment Advisors's IYE Position: Q3 2025 in Review

Optimum Investment Advisors held its iShares US Energy ETF (IYE) position steady in Q3 2025 at 200 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Optimum Investment Advisors first reported a position in IYE in Q3 2013 and has held it in 29 quarters since. The position peaked at $156K in Q2 2014. 272 funds tracked by Wall St. Rank hold IYE as of Q3 2025.

  • Optimum Investment Advisors held 200 shares of iShares US Energy ETF worth $9.5K as of Q3 2025.
  • Optimum Investment Advisors left its iShares US Energy ETF share count unchanged in Q3 2025.
  • iShares US Energy ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #510 holding.
  • Optimum Investment Advisors first reported a position in iShares US Energy ETF in Q3 2013 and has held it in 29 quarters since.
  • Optimum Investment Advisors's iShares US Energy ETF position peaked at $156K in Q2 2014.
  • 272 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.