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Spire Wealth Management’s iShares US Energy ETF IYE Stock Holding History

Spire Wealth Management’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 		$339K Buy
5,988
+30
+0.5% +$1.82K 0.01% 642
2026
Q1 		$386K Buy
5,958
+26
+0.4% +$1.48K 0.01% 605
2025
Q4 		$282K Buy
5,932
+25
+0.4% +$1.18K 0.01% 699
2025
Q3 		$281K Buy
5,907
+491
+9% +$22.9K 0.01% 691
2025
Q2 		$245K Sell
5,416
-64
-1% -$2.83K 0.01% 710
2025
Q1 		$270K Sell
5,480
-46
-0.8% -$2.19K 0.01% 747
2024
Q4 		$252K Sell
5,526
-38
-0.7% -$1.82K 0.01% 753
2024
Q3 		$258K Sell
5,564
-176
-3% -$8.29K 0.01% 673
2024
Q2 		$276K Sell
5,740
-1,651
-22% -$80.6K 0.01% 636
2024
Q1 		$365K Sell
7,391
-231
-3% -$10.4K 0.01% 603
2023
Q4 		$320K Sell
7,622
-120
-2% -$5.39K 0.01% 633
2023
Q3 		$367K Sell
7,742
-4,960
-39% -$229K 0.01% 552
2023
Q2 		$544K Sell
12,702
-1,396
-10% -$59.8K 0.02% 470
2023
Q1 		$617K Sell
14,098
-36,711
-72% -$1.66M 0.02% 444
2022
Q4 		$2.36M Buy
50,809
+3,773
+8% +$176K 0.13% 140
2022
Q3 		$1.85M Sell
47,036
-67,356
-59% -$2.77M 0.11% 139
2022
Q2 		$4.36M Sell
114,392
-114,501
-50% -$4.86M 0.18% 128
2022
Q1 		$9.55M Sell
228,893
-7,762
-3% -$286K 0.26% 110
2021
Q4 		$7.12M Buy
236,655
+5,418
+2% +$167K 0.16% 146
2021
Q3 		$6.56M Buy
231,237
+4,852
+2% +$130K 0.17% 135
2021
Q2 		$6.59M Buy
226,385
+218,907
+2,927% +$6.1M 0.18% 137
2021
Q1 		$196K Buy
+7,478
New +$184K 0.01% 1074

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

Spire Wealth Management's IYE Position: Q2 2026 in Review

Spire Wealth Management increased its iShares US Energy ETF (IYE) stake by 0.5% in Q2 2026, buying an estimated $1.82K and bringing the position to 5,988 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #642.

Spire Wealth Management first reported a position in IYE in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.55M in Q1 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Spire Wealth Management held 5,988 shares of iShares US Energy ETF worth $339K as of Q2 2026.
  • Spire Wealth Management bought 30 iShares US Energy ETF shares in Q2 2026, an estimated $1.82K.
  • iShares US Energy ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #642 holding.
  • Spire Wealth Management first reported a position in iShares US Energy ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares US Energy ETF position peaked at $9.55M in Q1 2022.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.