Retirement Wealth Solutions’s iShares US Energy ETF IYE Stock Holding History

Retirement Wealth Solutions’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 Q3	$821	Sell	13 -2	-13%	-$128	﹤0.01%	779
2026 Q2	$823	Hold	15	–	–	﹤0.01%	687
2026 Q1	$973	Hold	15	–	–	﹤0.01%	643
2025 Q4	$711	Hold	15	–	–	﹤0.01%	637
2025 Q3	$705	Hold	15	–	–	﹤0.01%	642
2025 Q2	$666	Hold	15	–	–	﹤0.01%	391
2025 Q1	$721	Hold	15	–	–	﹤0.01%	377
2024 Q4	$683	Buy	+15	New	+$719	﹤0.01%	384

Other funds holding IYE

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ACA

Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

Retirement Wealth Solutions's IYE Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its iShares US Energy ETF (IYE) stake by 13% in Q3 2026, selling an estimated $128 and leaving 13 shares worth $821. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Retirement Wealth Solutions first reported a position in IYE in Q4 2024 and has held it in 8 quarters since. The position peaked at $973 in Q1 2026. 19 funds tracked by Wall St. Rank hold IYE as of Q3 2026.

Retirement Wealth Solutions held 13 shares of iShares US Energy ETF worth $821 as of Q3 2026.
Retirement Wealth Solutions sold 2 iShares US Energy ETF shares in Q3 2026, an estimated $128.
iShares US Energy ETF made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #779 holding.
Retirement Wealth Solutions first reported a position in iShares US Energy ETF in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's iShares US Energy ETF position peaked at $973 in Q1 2026.
19 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.