Retirement Planning Group (Kansas)’s iShares US Energy ETF IYE Stock Holding History

Retirement Planning Group (Kansas)’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	$572K	Buy	10,113 +66	+0.7%	+$4K	0.01%	302
2026 Q1	$651K	Sell	10,047 -804	-7%	-$45.6K	0.02%	258
2025 Q4	$516K	Buy	10,851 +212	+2%	+$10K	0.02%	267
2025 Q3	$506K	Buy	10,639 +3,210	+43%	+$149K	0.02%	266
2025 Q2	$336K	Sell	7,429 -1,283	-15%	-$56.7K	0.01%	247
2025 Q1	$430K	Buy	8,712 +1,665	+24%	+$79.4K	0.02%	206
2024 Q4	$321K	Buy	7,047 +263	+4%	+$12.6K	0.02%	229
2024 Q3	$314K	Buy	6,784 +221	+3%	+$10.4K	0.02%	219
2024 Q2	$315K	Buy	6,563 +8	+0.1%	+$391	0.02%	191
2024 Q1	$324K	Hold	6,555	–	–	0.02%	166
2023 Q4	$289K	Buy	6,555 +174	+3%	+$7.82K	0.03%	142
2023 Q3	$303K	Hold	6,381	–	–	0.03%	120
2023 Q2	$273K	Buy	+6,381	New	+$273K	0.03%	135

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

Retirement Planning Group (Kansas)'s IYE Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its iShares US Energy ETF (IYE) stake by 0.66% in Q2 2026, buying an estimated $4K and bringing the position to 10,113 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #302.

Retirement Planning Group (Kansas) first reported a position in IYE in Q2 2023 and has held it in 13 quarters since. The position peaked at $651K in Q1 2026. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Retirement Planning Group (Kansas) held 10,113 shares of iShares US Energy ETF worth $572K as of Q2 2026.
Retirement Planning Group (Kansas) bought 66 iShares US Energy ETF shares in Q2 2026, an estimated $4K.
iShares US Energy ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #302 holding.
Retirement Planning Group (Kansas) first reported a position in iShares US Energy ETF in Q2 2023 and has held it in 13 quarters since.
Retirement Planning Group (Kansas)'s iShares US Energy ETF position peaked at $651K in Q1 2026.
329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.