Ritter Daniher Financial Advisory’s iShares US Energy ETF IYE Stock Holding History

Ritter Daniher Financial Advisory’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 Q3	–	Sell	-1,050	Closed	-$47.5K	–	465
2025 Q2	$47.5K	Hold	1,050	–	–	0.01%	180
2025 Q1	$51.8K	Hold	1,050	–	–	0.01%	163
2024 Q4	$47.8K	Hold	1,050	–	–	0.01%	163
2024 Q3	$48.7K	Buy	+1,050	New	+$49.5K	0.01%	159

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

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

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

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

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

BRCM

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

Ritter Daniher Financial Advisory's IYE Position: Q3 2025 in Review

Ritter Daniher Financial Advisory sold out of iShares US Energy ETF (IYE) in Q3 2025, closing a stake of 1,050 shares — an estimated $47.5K sold.

Ritter Daniher Financial Advisory first reported a position in IYE in Q3 2024 and held it in 4 quarters. The position peaked at $51.8K in Q1 2025. 272 funds tracked by Wall St. Rank hold IYE as of Q3 2025.

Ritter Daniher Financial Advisory reported no remaining iShares US Energy ETF position as of Q3 2025 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 1,050 iShares US Energy ETF shares in Q3 2025, an estimated $47.5K.
Ritter Daniher Financial Advisory first reported a position in iShares US Energy ETF in Q3 2024 and held it in 4 quarters.
Ritter Daniher Financial Advisory's iShares US Energy ETF position peaked at $51.8K in Q1 2025.
272 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q3 2025, filed 3 Nov 2025.