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

Summit Financial Wealth Advisors’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 		$219K Hold
3,862
– – 0.03% 207
2026
Q1 		$250K Buy
+3,862
New +$219K 0.04% 169
2025
Q4 		– Sell
-4,577
Closed -$218K – 201
2025
Q3 		$218K Hold
4,577
– – 0.03% 169
2025
Q2 		$207K Sell
4,577
-26,811
-85% -$1.18M 0.04% 163
2025
Q1 		$1.55M Sell
31,388
-88
-0.3% -$4.2K 0.31% 43
2024
Q4 		$1.47M Sell
31,476
-789
-2% -$37.8K 0.29% 48
2024
Q3 		$1.5M Buy
32,265
+47
+0.1% +$2.21K 0.28% 45
2024
Q2 		$1.55M Sell
32,218
-9
-0% -$440 0.31% 44
2024
Q1 		$1.59M Sell
32,227
-894
-3% -$40.2K 0.32% 42
2023
Q4 		$1.46M Buy
33,121
+39
+0.1% +$1.75K 0.33% 41
2023
Q3 		$1.46M Sell
33,082
-131
-0.4% -$6.04K 0.36% 39
2023
Q2 		$1.42M Buy
33,213
+120
+0.4% +$5.14K 0.33% 44
2023
Q1 		$1.45M Sell
33,093
-106
-0.3% -$4.8K 0.34% 46
2022
Q4 		$1.54M Buy
+33,199
New +$1.55M 0.37% 44

Other funds holding IYE

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
AGAM
AK Global Asset Management Oakland, California $118M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM

Summit Financial Wealth Advisors's IYE Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 3,862 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #207.

Summit Financial Wealth Advisors first reported a position in IYE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.59M in Q1 2024. 50 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Summit Financial Wealth Advisors held 3,862 shares of iShares US Energy ETF worth $219K as of Q2 2026.
  • Summit Financial Wealth Advisors left its iShares US Energy ETF share count unchanged in Q2 2026.
  • iShares US Energy ETF made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #207 holding.
  • Summit Financial Wealth Advisors first reported a position in iShares US Energy ETF in Q4 2022 and has held it in 14 quarters since.
  • Summit Financial Wealth Advisors's iShares US Energy ETF position peaked at $1.59M in Q1 2024.
  • 50 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.