PWA
IYE icon

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

Physician 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
2026
Q2 		$16.8K Buy
296
+1
+0.3% +$61 ﹤0.01% 723
2026
Q1 		$19.1K Buy
295
+1
+0.3% +$57 ﹤0.01% 631
2025
Q4 		$14K Hold
294
– – ﹤0.01% 674
2025
Q3 		$14K Hold
294
– – ﹤0.01% 658
2025
Q2 		$13.3K Hold
294
– – ﹤0.01% 597
2025
Q1 		$14.5K Hold
294
– – ﹤0.01% 543
2024
Q4 		$13.4K Buy
+294
New +$14.1K ﹤0.01% 587

Other funds holding IYE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AGAM
AK Global Asset Management Oakland, California $118M AUM

Physician Wealth Advisors's IYE Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares US Energy ETF (IYE) stake by 0.34% in Q2 2026, buying an estimated $61 and bringing the position to 296 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Physician Wealth Advisors first reported a position in IYE in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.1K in Q1 2026. 147 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Physician Wealth Advisors held 296 shares of iShares US Energy ETF worth $16.8K as of Q2 2026.
  • Physician Wealth Advisors bought 1 iShares US Energy ETF share in Q2 2026, an estimated $61.
  • iShares US Energy ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #723 holding.
  • Physician Wealth Advisors first reported a position in iShares US Energy ETF in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's iShares US Energy ETF position peaked at $19.1K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.