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Three Seasons Wealth’s iShares US Energy ETF IYE Stock Holding History

Three Seasons Wealth’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 		$19.1M Buy
337,812
+273,118
+422% +$16.6M 1.74% 5
2026
Q1 		$4.19M Buy
+64,694
New +$3.67M 1.6% 14

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
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
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

Three Seasons Wealth's IYE Position: Q2 2026 in Review

Three Seasons Wealth increased its iShares US Energy ETF (IYE) stake by 422% in Q2 2026, buying an estimated $16.6M and bringing the position to 337,812 shares worth $19.1M. The position accounts for 1.74% of the portfolio, ranked #5.

Three Seasons Wealth first reported a position in IYE in Q1 2026 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Three Seasons Wealth held 337,812 shares of iShares US Energy ETF worth $19.1M as of Q2 2026.
  • Three Seasons Wealth bought 273,118 iShares US Energy ETF shares in Q2 2026, an estimated $16.6M.
  • iShares US Energy ETF made up 1.74% of Three Seasons Wealth's portfolio in Q2 2026, its #5 holding.
  • Three Seasons Wealth first reported a position in iShares US Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Three Seasons Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.