PSI Advisors’s iShares US Energy ETF IYE Stock Holding History

PSI 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	-139	Closed	-$6.85K	–	391
2025 Q1	$6.85K	Hold	139	–	–	﹤0.01%	495
2024 Q4	$6.33K	Hold	139	–	–	﹤0.01%	592
2024 Q3	$6.44K	Hold	139	–	–	﹤0.01%	616
2024 Q2	$6.67K	Hold	139	–	–	﹤0.01%	583
2024 Q1	$6.87K	Hold	139	–	–	﹤0.01%	541
2023 Q4	$6.13K	Hold	139	–	–	﹤0.01%	590
2023 Q3	$6.59K	Hold	139	–	–	﹤0.01%	553
2023 Q2	$5.96K	Hold	139	–	–	﹤0.01%	566
2023 Q1	$6.08K	Hold	139	–	–	﹤0.01%	504
2022 Q4	$6.46K	Hold	139	–	–	﹤0.01%	487
2022 Q3	$5K	Hold	139	–	–	﹤0.01%	525
2022 Q2	$5K	Hold	139	–	–	﹤0.01%	568
2022 Q1	$6K	Hold	139	–	–	﹤0.01%	536
2021 Q4	$4K	Hold	139	–	–	﹤0.01%	607
2021 Q3	$4K	Buy	+139	New	+$3.73K	﹤0.01%	603
2020 Q1	–	Sell	-139	Closed	-$4K	–	344
2019 Q4	$4K	Buy	+139	New	+$4.39K	﹤0.01%	574

Other funds holding IYE

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

PSI Advisors's IYE Position: Q2 2025 in Review

PSI Advisors sold out of iShares US Energy ETF (IYE) in Q2 2025, closing a stake of 139 shares — an estimated $6.85K sold.

PSI Advisors first reported a position in IYE in Q4 2019 and held it in 16 quarters. The position peaked at $6.87K in Q1 2024. 274 funds tracked by Wall St. Rank hold IYE as of Q2 2025.

PSI Advisors reported no remaining iShares US Energy ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 139 iShares US Energy ETF shares in Q2 2025, an estimated $6.85K.
PSI Advisors first reported a position in iShares US Energy ETF in Q4 2019 and held it in 16 quarters.
PSI Advisors's iShares US Energy ETF position peaked at $6.87K in Q1 2024.
274 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.