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Symphony Financial Services’s iShares US Energy ETF IYE Stock Holding History

Symphony Financial Services’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 		$469K Buy
8,283
+354
+4% +$21.5K 0.21% 57
2026
Q1 		$514K Buy
7,929
+502
+7% +$28.5K 0.26% 53
2025
Q4 		$353K Buy
7,427
+702
+10% +$33.2K 0.18% 66
2025
Q3 		$320K Buy
+6,725
New +$313K 0.17% 63

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

Symphony Financial Services's IYE Position: Q2 2026 in Review

Symphony Financial Services increased its iShares US Energy ETF (IYE) stake by 4.5% in Q2 2026, buying an estimated $21.5K and bringing the position to 8,283 shares worth $469K. The position accounts for 0.21% of the portfolio, ranked #57.

Symphony Financial Services first reported a position in IYE in Q3 2025 and has held it in 4 quarters since. The position peaked at $514K in Q1 2026. 328 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Symphony Financial Services held 8,283 shares of iShares US Energy ETF worth $469K as of Q2 2026.
  • Symphony Financial Services bought 354 iShares US Energy ETF shares in Q2 2026, an estimated $21.5K.
  • iShares US Energy ETF made up 0.21% of Symphony Financial Services's portfolio in Q2 2026, its #57 holding.
  • Symphony Financial Services first reported a position in iShares US Energy ETF in Q3 2025 and has held it in 4 quarters since.
  • Symphony Financial Services's iShares US Energy ETF position peaked at $514K in Q1 2026.
  • 328 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.