Summit Financial Consulting’s iShares US Energy ETF IYE Stock Holding History

Summit Financial Consulting’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	$7.44M	Buy	+131,435	New	+$7.97M	5.05%	9
2026 Q1	–	Sell	-153,227	Closed	-$7.28M	–	45
2025 Q4	$7.28M	Buy	153,227 +15,818	+12%	+$749K	5.29%	10
2025 Q3	$6.53M	Buy	137,409 +7,492	+6%	+$349K	5.21%	11
2025 Q2	$5.87M	Buy	129,917 +17,206	+15%	+$760K	5.28%	4
2025 Q1	$5.56M	Buy	+112,711	New	+$5.37M	5.16%	6

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

Summit Financial Consulting's IYE Position: Q2 2026 in Review

Summit Financial Consulting opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 131,435 shares worth $7.44M. The stake represents 5.05% of the portfolio and ranks #9 among its holdings. This is a return to the name: Summit Financial Consulting previously reported a position in IYE as recently as Q4 2025.

Summit Financial Consulting first reported a position in IYE in Q1 2025 and has held it in 5 quarters since. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Summit Financial Consulting held 131,435 shares of iShares US Energy ETF worth $7.44M as of Q2 2026.
iShares US Energy ETF was a new Summit Financial Consulting position in Q2 2026.
iShares US Energy ETF made up 5.05% of Summit Financial Consulting's portfolio in Q2 2026, its #9 holding.
Summit Financial Consulting first reported a position in iShares US Energy ETF in Q1 2025 and has held it in 5 quarters since.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.