Strategic Wealth Partners’s iShares US Energy ETF IYE Stock Holding History

Strategic Wealth Partners’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	$17.5K	Hold	310	–	–	﹤0.01%	783
2026 Q1	$20.1K	Hold	310	–	–	﹤0.01%	709
2025 Q4	$14.7K	Hold	310	–	–	﹤0.01%	775
2025 Q3	$14.7K	Hold	310	–	–	﹤0.01%	808
2025 Q2	$14K	Buy	+310	New	+$13.7K	﹤0.01%	728
2018 Q1	–	Sell	-126	Closed	-$5K	–	805
2017 Q4	$5K	Buy	+126	New	+$4.75K	﹤0.01%	612

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 Wealth Partners's IYE Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 310 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Strategic Wealth Partners first reported a position in IYE in Q4 2017 and has held it in 6 quarters since. The position peaked at $20.1K in Q1 2026. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Strategic Wealth Partners held 310 shares of iShares US Energy ETF worth $17.5K as of Q2 2026.
Strategic Wealth Partners left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #783 holding.
Strategic Wealth Partners first reported a position in iShares US Energy ETF in Q4 2017 and has held it in 6 quarters since.
Strategic Wealth Partners's iShares US Energy ETF position peaked at $20.1K in Q1 2026.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.