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SC&H Financial Advisors’s iShares US Energy ETF IYE Stock Holding History

SC&H Financial Advisors’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
-5,335
Closed -$241K – 153
2025
Q2 		$241K Sell
5,335
-318
-6% -$14.1K 0.04% 137
2025
Q1 		$279K Hold
5,653
– – 0.05% 122
2024
Q4 		$258K Hold
5,653
– – 0.05% 124
2024
Q3 		$262K Sell
5,653
-752
-12% -$35.4K 0.06% 131
2024
Q2 		$307K Buy
6,405
+13
+0.2% +$635 0.08% 113
2024
Q1 		$316K Buy
6,392
+11
+0.2% +$495 0.08% 109
2023
Q4 		$282K Buy
6,381
+28
+0.4% +$1.26K 0.08% 113
2023
Q3 		$301K Hold
6,353
– – 0.1% 109
2023
Q2 		$272K Buy
6,353
+11
+0.2% +$471 0.09% 116
2023
Q1 		$277K Buy
6,342
+17
+0.3% +$769 0.1% 114
2022
Q4 		$294K Buy
6,325
+16
+0.3% +$748 0.12% 111
2022
Q3 		$248K Buy
6,309
+29
+0.5% +$1.19K 0.12% 113
2022
Q2 		$239K Buy
6,280
+21
+0.3% +$892 0.11% 127
2022
Q1 		$256K Buy
+6,259
New +$231K 0.12% 131

Other funds holding IYE

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
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

SC&H Financial Advisors's IYE Position: Q3 2025 in Review

SC&H Financial Advisors sold out of iShares US Energy ETF (IYE) in Q3 2025, closing a stake of 5,335 shares — an estimated $241K sold.

SC&H Financial Advisors first reported a position in IYE in Q1 2022 and held it in 14 quarters. The position peaked at $316K in Q1 2024. 272 funds tracked by Wall St. Rank hold IYE as of Q3 2025.

  • SC&H Financial Advisors reported no remaining iShares US Energy ETF position as of Q3 2025 after selling out during the quarter.
  • SC&H Financial Advisors sold 5,335 iShares US Energy ETF shares in Q3 2025, an estimated $241K.
  • SC&H Financial Advisors first reported a position in iShares US Energy ETF in Q1 2022 and held it in 14 quarters.
  • SC&H Financial Advisors's iShares US Energy ETF position peaked at $316K in Q1 2024.
  • 272 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2025.

Based on SC&H Financial Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.