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SOA Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

SOA Wealth 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
2026
Q2 		$85.7K Buy
1,514
+8
+0.5% +$485 0.01% 304
2026
Q1 		$97.5K Buy
1,506
+8
+0.5% +$454 0.02% 274
2025
Q4 		$71.2K Buy
1,498
+10
+0.7% +$473 0.01% 316
2025
Q3 		$70.7K Buy
1,488
+12
+0.8% +$559 0.01% 329
2025
Q2 		$66.7K Buy
1,476
+10
+0.7% +$442 0.01% 319
2025
Q1 		$72.3K Buy
1,466
+10
+0.7% +$477 0.02% 292
2024
Q4 		$66.4K Buy
1,456
+10
+0.7% +$479 0.01% 293
2024
Q3 		$67K Buy
1,446
+11
+0.8% +$518 0.01% 282
2024
Q2 		$68.9K Sell
1,435
-354
-20% -$17.3K 0.01% 280
2024
Q1 		$88.4K Sell
1,789
-510
-22% -$22.9K 0.02% 253
2023
Q4 		$101K Sell
2,299
-219
-9% -$9.84K 0.02% 234
2023
Q3 		$119K Hold
2,518
– – 0.03% 209
2023
Q2 		$108K Buy
2,518
+12
+0.5% +$514 0.03% 227
2023
Q1 		$110K Buy
2,506
+17
+0.7% +$769 0.03% 218
2022
Q4 		$116K Sell
2,489
-256
-9% -$12K 0.03% 207
2022
Q3 		$107K Hold
2,745
– – 0.03% 197
2022
Q2 		$104K Buy
2,745
+18
+0.7% +$764 0.03% 200
2022
Q1 		$111K Buy
2,727
+137
+5% +$5.05K 0.03% 219
2021
Q4 		$77K Buy
2,590
+41
+2% +$1.26K 0.02% 249
2021
Q3 		$72K Hold
2,549
– – 0.02% 266
2021
Q2 		$74K Buy
2,549
+273
+12% +$7.6K 0.02% 261
2021
Q1 		$59K Hold
2,276
– – 0.02% 253
2020
Q4 		$54K Buy
+2,276
New +$41.8K 0.01% 253

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
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
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SOA Wealth Advisors's IYE Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares US Energy ETF (IYE) stake by 0.53% in Q2 2026, buying an estimated $485 and bringing the position to 1,514 shares worth $85.7K. The position accounts for 0.01% of the portfolio, ranked #304.

SOA Wealth Advisors first reported a position in IYE in Q4 2020 and has held it in 23 quarters since. The position peaked at $119K in Q3 2023. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • SOA Wealth Advisors held 1,514 shares of iShares US Energy ETF worth $85.7K as of Q2 2026.
  • SOA Wealth Advisors bought 8 iShares US Energy ETF shares in Q2 2026, an estimated $485.
  • iShares US Energy ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #304 holding.
  • SOA Wealth Advisors first reported a position in iShares US Energy ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares US Energy ETF position peaked at $119K in Q3 2023.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.