Reflection Asset Management’s iShares US Energy ETF IYE Stock Holding History

Reflection Asset 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
2025 Q4	$14.3K	Buy	+291	New	+$13.8K	0.01%	440

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

BRCM

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

Reflection Asset Management's IYE Position: Q4 2025 in Review

Reflection Asset Management opened a new position in iShares US Energy ETF (IYE) in Q4 2025: 291 shares worth $14.3K. The stake represents 0.01% of the portfolio and ranks #440 among its holdings.

275 funds tracked by Wall St. Rank hold IYE as of Q4 2025.

Reflection Asset Management held 291 shares of iShares US Energy ETF worth $14.3K as of Q4 2025.
iShares US Energy ETF was a new Reflection Asset Management position in Q4 2025.
iShares US Energy ETF made up 0.01% of Reflection Asset Management's portfolio in Q4 2025, its #440 holding.
275 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.