RWA Wealth Partners’s iShares US Energy ETF IYE Stock Holding History

RWA Wealth Partners’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	$402K	Hold	7,100	–	–	﹤0.01%	511
2026 Q1	$460K	Hold	7,100	–	–	0.01%	465
2025 Q4	$337K	Hold	7,100	–	–	﹤0.01%	502
2025 Q3	$337K	Hold	7,100	–	–	﹤0.01%	509
2025 Q2	$321K	Sell	7,100 -6	-0.1%	-$265	﹤0.01%	500
2025 Q1	$350K	Buy	7,106 +6	+0.1%	+$286	﹤0.01%	457
2024 Q4	$324K	Hold	7,100	–	–	﹤0.01%	474
2024 Q3	$329K	Hold	7,100	–	–	﹤0.01%	459
2024 Q2	$341K	Hold	7,100	–	–	﹤0.01%	435
2024 Q1	$351K	Hold	7,100	–	–	﹤0.01%	432
2023 Q4	$313K	Hold	7,100	–	–	﹤0.01%	434
2023 Q3	$337K	Hold	7,100	–	–	0.01%	308
2023 Q2	$304K	Buy	+7,100	New	+$304K	0.01%	274

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

RWA Wealth Partners's IYE Position: Q2 2026 in Review

RWA Wealth Partners held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 7,100 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

RWA Wealth Partners first reported a position in IYE in Q2 2023 and has held it in 13 quarters since. The position peaked at $460K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

RWA Wealth Partners held 7,100 shares of iShares US Energy ETF worth $402K as of Q2 2026.
RWA Wealth Partners left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #511 holding.
RWA Wealth Partners first reported a position in iShares US Energy ETF in Q2 2023 and has held it in 13 quarters since.
RWA Wealth Partners's iShares US Energy ETF position peaked at $460K in Q1 2026.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.