RMG Wealth Management’s iShares US Energy ETF IYE Stock Holding History

RMG Wealth 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
2026 Q2	$27.1K	Hold	418	–	–	﹤0.01%	212
2026 Q1	$25.3K	Buy	+418	New	+$23.7K	﹤0.01%	213
2025 Q4	–	Sell	-500	Closed	-$23.2K	–	458
2025 Q3	$23.2K	Hold	500	–	–	﹤0.01%	185
2025 Q2	$22.9K	Buy	+500	New	+$22.1K	﹤0.01%	185

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

RMG Wealth Management's IYE Position: Q2 2026 in Review

RMG Wealth Management held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 418 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

RMG Wealth Management first reported a position in IYE in Q2 2025 and has held it in 4 quarters since. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

RMG Wealth Management held 418 shares of iShares US Energy ETF worth $27.1K as of Q2 2026.
RMG Wealth Management left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #212 holding.
RMG Wealth Management first reported a position in iShares US Energy ETF in Q2 2025 and has held it in 4 quarters since.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.