Strategic Blueprint’s iShares US Energy ETF IYE Stock Holding History

Strategic Blueprint’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	$638K	Sell	11,278 -1,492	-12%	-$90.5K	0.03%	403
2026 Q1	$827K	Sell	12,770 -1,512	-11%	-$85.7K	0.05%	310
2025 Q4	$679K	Buy	14,282 +1,913	+15%	+$90.5K	0.04%	341
2025 Q3	$588K	Buy	+12,369	New	+$576K	0.03%	454
2025 Q2	–	Sell	-4,241	Closed	-$209K	–	711
2025 Q1	$209K	Sell	4,241 -3,075	-42%	-$147K	0.01%	643
2024 Q4	$333K	Buy	7,316 +2,710	+59%	+$130K	0.02%	500
2024 Q3	$213K	Buy	+4,606	New	+$217K	0.01%	610
2024 Q1	–	Sell	-9,350	Closed	-$413K	–	616
2023 Q4	$413K	Buy	+9,350	New	+$420K	0.03%	381
2022 Q2	–	Sell	-5,033	Closed	-$206K	–	525
2022 Q1	$206K	Buy	+5,033	New	+$185K	0.02%	476
2021 Q3	–	Sell	-5,388	Closed	-$157K	–	864
2021 Q2	$157K	Buy	+5,388	New	+$150K	0.02%	411

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

Strategic Blueprint's IYE Position: Q2 2026 in Review

Strategic Blueprint reduced its iShares US Energy ETF (IYE) stake by 12% in Q2 2026, selling an estimated $90.5K and leaving 11,278 shares worth $638K. The position accounts for 0.03% of the portfolio, ranked #403.

Strategic Blueprint first reported a position in IYE in Q2 2021 and has held it in 10 quarters since. The position peaked at $827K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Strategic Blueprint held 11,278 shares of iShares US Energy ETF worth $638K as of Q2 2026.
Strategic Blueprint sold 1,492 iShares US Energy ETF shares in Q2 2026, an estimated $90.5K.
iShares US Energy ETF made up 0.03% of Strategic Blueprint's portfolio in Q2 2026, its #403 holding.
Strategic Blueprint first reported a position in iShares US Energy ETF in Q2 2021 and has held it in 10 quarters since.
Strategic Blueprint's iShares US Energy ETF position peaked at $827K in Q1 2026.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.