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Security Financial Services’s iShares US Energy ETF IYE Stock Holding History

Security Financial Services’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
Q1 		– Sell
-15,187
Closed -$692K – 174
2024
Q4 		$692K Buy
15,187
+4,063
+37% +$195K 0.14% 85
2024
Q3 		$515K Buy
11,124
+6,857
+161% +$323K 0.11% 94
2024
Q2 		$205K Sell
4,267
-395
-8% -$19.3K 0.04% 160
2024
Q1 		$230K Buy
+4,662
New +$210K 0.05% 170

Other funds holding IYE

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Security Financial Services's IYE Position: Q1 2025 in Review

Security Financial Services sold out of iShares US Energy ETF (IYE) in Q1 2025, closing a stake of 15,187 shares — an estimated $692K sold.

Security Financial Services first reported a position in IYE in Q1 2024 and held it in 4 quarters. The position peaked at $692K in Q4 2024. 298 funds tracked by Wall St. Rank hold IYE as of Q1 2025.

  • Security Financial Services reported no remaining iShares US Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Security Financial Services sold 15,187 iShares US Energy ETF shares in Q1 2025, an estimated $692K.
  • Security Financial Services first reported a position in iShares US Energy ETF in Q1 2024 and held it in 4 quarters.
  • Security Financial Services's iShares US Energy ETF position peaked at $692K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2025.

Based on Security Financial Services's 13F filing for Q1 2025, filed 7 May 2025.