Phillips Financial Management’s iShares US Energy ETF IYE Stock Holding History

Phillips Financial Management’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	$25.9K	Hold	457	–	–	﹤0.01%	264
2026 Q1	$29.6K	Hold	457	–	–	﹤0.01%	249
2025 Q4	$21.7K	Hold	457	–	–	﹤0.01%	274
2025 Q3	$21.7K	Hold	457	–	–	﹤0.01%	276
2025 Q2	$20.7K	Hold	457	–	–	﹤0.01%	245
2025 Q1	$22.5K	Hold	457	–	–	﹤0.01%	235
2024 Q4	$20.8K	Hold	457	–	–	﹤0.01%	231
2024 Q3	$21.2K	Hold	457	–	–	﹤0.01%	241
2024 Q2	$21.9K	Hold	457	–	–	﹤0.01%	235
2024 Q1	$22.6K	Hold	457	–	–	﹤0.01%	225
2023 Q4	$20.2K	Hold	457	–	–	﹤0.01%	213
2023 Q3	$21.7K	Hold	457	–	–	﹤0.01%	210
2023 Q2	$19.6K	Hold	457	–	–	﹤0.01%	207
2023 Q1	$20K	Buy	457 +106	+30%	+$4.8K	﹤0.01%	211
2022 Q4	$16.3K	Hold	351	–	–	﹤0.01%	201
2022 Q3	$14K	Buy	+351	New	+$14.4K	﹤0.01%	197

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

Phillips Financial Management's IYE Position: Q2 2026 in Review

Phillips Financial Management held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 457 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Phillips Financial Management first reported a position in IYE in Q3 2022 and has held it in 16 quarters since. The position peaked at $29.6K in Q1 2026. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Phillips Financial Management held 457 shares of iShares US Energy ETF worth $25.9K as of Q2 2026.
Phillips Financial Management left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #264 holding.
Phillips Financial Management first reported a position in iShares US Energy ETF in Q3 2022 and has held it in 16 quarters since.
Phillips Financial Management's iShares US Energy ETF position peaked at $29.6K in Q1 2026.
327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.