Quest 10 Wealth Builders’s iShares US Energy ETF IYE Stock Holding History

Quest 10 Wealth Builders’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	$140K	Hold	2,482	–	–	0.11%	119
2026 Q1	$161K	Sell	2,482 -185	-7%	-$10.5K	0.14%	112
2025 Q4	$127K	Sell	2,667 -6	-0.2%	-$284	0.11%	122
2025 Q3	$127K	Hold	2,673	–	–	0.12%	113
2025 Q2	$121K	Sell	2,673 -204	-7%	-$9.02K	0.12%	111
2025 Q1	$142K	Sell	2,877 -1,208	-30%	-$57.6K	0.15%	108
2024 Q4	$186K	Buy	+4,085	New	+$196K	0.19%	100

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

Quest 10 Wealth Builders's IYE Position: Q2 2026 in Review

Quest 10 Wealth Builders held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 2,482 shares worth $140K. The position accounts for 0.11% of the portfolio, ranked #119.

Quest 10 Wealth Builders first reported a position in IYE in Q4 2024 and has held it in 7 quarters since. The position peaked at $186K in Q4 2024. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Quest 10 Wealth Builders held 2,482 shares of iShares US Energy ETF worth $140K as of Q2 2026.
Quest 10 Wealth Builders left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up 0.11% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #119 holding.
Quest 10 Wealth Builders first reported a position in iShares US Energy ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's iShares US Energy ETF position peaked at $186K in Q4 2024.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.