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

ShoreHaven 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
2025
Q3 		– Sell
-4,934
Closed -$223K – 106
2025
Q2 		$223K Sell
4,934
-1,450
-23% -$64.1K 0.09% 92
2025
Q1 		$315K Sell
6,384
-10,070
-61% -$480K 0.15% 73
2024
Q4 		$750K Buy
16,454
+1,661
+11% +$79.6K 0.35% 46
2024
Q3 		$686K Buy
14,793
+661
+5% +$31.1K 0.33% 48
2024
Q2 		$678K Buy
14,132
+1,070
+8% +$52.3K 0.36% 47
2024
Q1 		$645K Buy
13,062
+1,553
+13% +$69.8K 0.36% 50
2023
Q4 		$508K Buy
11,509
+6,486
+129% +$291K 0.31% 51
2023
Q3 		$238K Sell
5,023
-287
-5% -$13.2K 0.16% 64
2023
Q2 		$227K Sell
5,310
-1,687
-24% -$72.3K 0.15% 63
2023
Q1 		$306K Sell
6,997
-23,709
-77% -$1.07M 0.21% 58
2022
Q4 		$1.43M Sell
30,706
-2,670
-8% -$125K 1.01% 31
2022
Q3 		$1.31M Buy
33,376
+10,792
+48% +$443K 1% 29
2022
Q2 		$860K Sell
22,584
-22,985
-50% -$976K 0.62% 39
2022
Q1 		$1.86M Buy
+45,569
New +$1.68M 0.98% 32

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PGIM Custom Harvest
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $529M AUM 8.66% 1-Year Est. Return

ShoreHaven Wealth Partners's IYE Position: Q3 2025 in Review

ShoreHaven Wealth Partners sold out of iShares US Energy ETF (IYE) in Q3 2025, closing a stake of 4,934 shares — an estimated $223K sold.

ShoreHaven Wealth Partners first reported a position in IYE in Q1 2022 and held it in 14 quarters. The position peaked at $1.86M in Q1 2022. 272 funds tracked by Wall St. Rank hold IYE as of Q3 2025.

  • ShoreHaven Wealth Partners reported no remaining iShares US Energy ETF position as of Q3 2025 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 4,934 iShares US Energy ETF shares in Q3 2025, an estimated $223K.
  • ShoreHaven Wealth Partners first reported a position in iShares US Energy ETF in Q1 2022 and held it in 14 quarters.
  • ShoreHaven Wealth Partners's iShares US Energy ETF position peaked at $1.86M in Q1 2022.
  • 272 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2025.

Based on ShoreHaven Wealth Partners's 13F filing for Q3 2025, filed 23 Oct 2025.