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

Sound Income Strategies’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	–	Sell	-299	Closed	-$18.7K	–	1449
2026 Q1	$18.7K	Hold	299	–	–	﹤0.01%	1217
2025 Q4	$15.1K	Sell	299 -601	-67%	-$28.4K	﹤0.01%	1270
2025 Q3	$42.1K	Sell	900 -19	-2%	-$884	﹤0.01%	594
2025 Q2	$41.6K	Buy	919 +77	+9%	+$3.4K	﹤0.01%	570
2025 Q1	$41.5K	Hold	842	–	–	﹤0.01%	551
2024 Q4	$38.4K	Hold	842	–	–	﹤0.01%	530
2024 Q3	$39K	Hold	842	–	–	﹤0.01%	502
2024 Q2	$40.4K	Hold	842	–	–	﹤0.01%	473
2024 Q1	$41.6K	Hold	842	–	–	﹤0.01%	445
2023 Q4	$37.1K	Buy	842 +841	+84,100%	+$37.8K	﹤0.01%	461
2023 Q3	$35	Hold	1	–	–	﹤0.01%	1131
2023 Q2	$32	Hold	1	–	–	﹤0.01%	1093
2023 Q1	$32	Buy	+1	New	+$45	﹤0.01%	1048
2022 Q4	–	Sell	-16	Closed	-$1K	–	1001
2022 Q3	$1K	Buy	+16	New	+$657	﹤0.01%	798

Other funds holding IYE

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sound Income Strategies's IYE Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares US Energy ETF (IYE) in Q2 2026, closing a stake of 299 shares — an estimated $18.7K sold.

Sound Income Strategies first reported a position in IYE in Q3 2022 and held it in 14 quarters. The position peaked at $42.1K in Q3 2025. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Sound Income Strategies reported no remaining iShares US Energy ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 299 iShares US Energy ETF shares in Q2 2026, an estimated $18.7K.
Sound Income Strategies first reported a position in iShares US Energy ETF in Q3 2022 and held it in 14 quarters.
Sound Income Strategies's iShares US Energy ETF position peaked at $42.1K in Q3 2025.
329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.