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Sound Financial Strategies Group’s iShares US Energy ETF IYE Stock Holding History

Sound Financial Strategies Group’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
-404
Closed -$18.4K – 103
2024
Q4 		$18.4K Buy
+404
New +$19.4K 0.02% 87

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Sound Financial Strategies Group's IYE Position: Q1 2025 in Review

Sound Financial Strategies Group sold out of iShares US Energy ETF (IYE) in Q1 2025, closing a stake of 404 shares — an estimated $18.4K sold.

Sound Financial Strategies Group first reported a position in IYE in Q4 2024 and held it in 1 quarter. The position peaked at $18.4K in Q4 2024. 297 funds tracked by Wall St. Rank hold IYE as of Q1 2025.

  • Sound Financial Strategies Group reported no remaining iShares US Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Sound Financial Strategies Group sold 404 iShares US Energy ETF shares in Q1 2025, an estimated $18.4K.
  • Sound Financial Strategies Group first reported a position in iShares US Energy ETF in Q4 2024 and held it in 1 quarter.
  • Sound Financial Strategies Group's iShares US Energy ETF position peaked at $18.4K in Q4 2024.
  • 297 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2025.

Based on Sound Financial Strategies Group's 13F filing for Q1 2025, filed 9 May 2025.