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

Ruedi 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
2025 Q2	–	Sell	-306	Closed	-$15.1K	–	195
2025 Q1	$15.1K	Hold	306	–	–	﹤0.01%	140
2024 Q4	$13.9K	Hold	306	–	–	﹤0.01%	148
2024 Q3	$14.2K	Hold	306	–	–	﹤0.01%	148
2024 Q2	$14.7K	Hold	306	–	–	0.01%	151
2024 Q1	$15.1K	Hold	306	–	–	0.01%	137
2023 Q4	$13.5K	Hold	306	–	–	0.01%	129
2023 Q3	$14.5K	Sell	306 -110	-26%	-$5.07K	0.01%	114
2023 Q2	$17.8K	Hold	416	–	–	0.01%	113
2023 Q1	$18.2K	Buy	+416	New	+$18.8K	0.01%	127

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

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

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

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

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

BRCM

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

Ruedi Wealth Management's IYE Position: Q2 2025 in Review

Ruedi Wealth Management sold out of iShares US Energy ETF (IYE) in Q2 2025, closing a stake of 306 shares — an estimated $15.1K sold.

Ruedi Wealth Management first reported a position in IYE in Q1 2023 and held it in 9 quarters. The position peaked at $18.2K in Q1 2023. 274 funds tracked by Wall St. Rank hold IYE as of Q2 2025.

Ruedi Wealth Management reported no remaining iShares US Energy ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 306 iShares US Energy ETF shares in Q2 2025, an estimated $15.1K.
Ruedi Wealth Management first reported a position in iShares US Energy ETF in Q1 2023 and held it in 9 quarters.
Ruedi Wealth Management's iShares US Energy ETF position peaked at $18.2K in Q1 2023.
274 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.