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

Stratos 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 		$224K Buy
3,952
+241
+6% +$14.6K ﹤0.01% 1571
2026
Q1 		$240K Buy
+3,711
New +$210K ﹤0.01% 1444
2024
Q2 		– Sell
-4,333
Closed -$214K – 1411
2024
Q1 		$214K Buy
+4,333
New +$195K ﹤0.01% 1261
2023
Q1 		– Sell
-4,535
Closed -$211K – 1180
2022
Q4 		$211K Buy
+4,535
New +$212K 0.01% 1018
2022
Q1 		– Sell
-99,852
Closed -$3.01M – 1312
2021
Q4 		$3.01M Buy
+99,852
New +$3.07M 0.07% 271
2019
Q3 		– Sell
-9,931
Closed -$342K – 984
2019
Q2 		$342K Sell
9,931
-1,675
-14% -$58.1K 0.01% 690
2019
Q1 		$418K Sell
11,606
-500
-4% -$17.5K 0.02% 608
2018
Q4 		$377K Sell
12,106
-1,638
-12% -$60.2K 0.02% 595
2018
Q3 		$577K Buy
13,744
+930
+7% +$38.5K 0.03% 493
2018
Q2 		$537K Sell
12,814
-505
-4% -$20.6K 0.02% 551
2018
Q1 		$492K Buy
13,319
+4,028
+43% +$156K 0.02% 557
2017
Q4 		$368K Hold
9,291
– – 0.02% 630
2017
Q3 		$348K Sell
9,291
-2,020
-18% -$71.8K 0.02% 629
2017
Q2 		$402K Sell
11,311
-313
-3% -$11.5K 0.02% 528
2017
Q1 		$448K Sell
11,624
-1,487
-11% -$59.2K 0.03% 448
2016
Q4 		$545K Buy
13,111
+4,907
+60% +$196K 0.03% 365
2016
Q3 		$320K Buy
8,204
+260
+3% +$9.91K 0.02% 462
2016
Q2 		$305K Buy
7,944
+2,067
+35% +$76.5K 0.02% 442
2016
Q1 		$204K Buy
+5,877
New +$192K 0.02% 511

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

Stratos Wealth Partners's IYE Position: Q2 2026 in Review

Stratos Wealth Partners increased its iShares US Energy ETF (IYE) stake by 6.5% in Q2 2026, buying an estimated $14.6K and bringing the position to 3,952 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Stratos Wealth Partners first reported a position in IYE in Q1 2016 and has held it in 19 quarters since. The position peaked at $3.01M in Q4 2021. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Stratos Wealth Partners held 3,952 shares of iShares US Energy ETF worth $224K as of Q2 2026.
  • Stratos Wealth Partners bought 241 iShares US Energy ETF shares in Q2 2026, an estimated $14.6K.
  • iShares US Energy ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1571 holding.
  • Stratos Wealth Partners first reported a position in iShares US Energy ETF in Q1 2016 and has held it in 19 quarters since.
  • Stratos Wealth Partners's iShares US Energy ETF position peaked at $3.01M in Q4 2021.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.